Optimize Financial’s Edison International EIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$224K Sell
3,012
-10
-0.3% -$713 0.08% 269
2026
Q1
$221K Buy
+3,022
New +$204K 0.11% 276

Other funds holding EIX

Optimize Financial's EIX Position: Q2 2026 in Review

Optimize Financial reduced its Edison International (EIX) stake by 0.33% in Q2 2026, selling an estimated $713 and leaving 3,012 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #269.

Optimize Financial first reported a position in EIX in Q1 2026 and has held it in 2 quarters since. 1,077 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

  • Optimize Financial held 3,012 shares of Edison International worth $224K as of Q2 2026.
  • Optimize Financial sold 10 Edison International shares in Q2 2026, an estimated $713.
  • Edison International made up 0.08% of Optimize Financial's portfolio in Q2 2026, its #269 holding.
  • Optimize Financial first reported a position in Edison International in Q1 2026 and has held it in 2 quarters since.
  • 1,077 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.