Penney Financial’s Edison International EIX Stock Holding History

Penney Financial’s Portfolio EIX Stock Details EIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,000	Closed	-$240K	–	39
2024 Q4	$240K	Hold	3,000	–	–	0.16%	35
2024 Q3	$261K	Hold	3,000	–	–	0.18%	30
2024 Q2	$215K	Hold	3,000	–	–	0.16%	31
2024 Q1	$212K	Hold	3,000	–	–	0.16%	32
2023 Q4	$214K	Buy	+3,000	New	+$197K	0.18%	29

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Penney Financial's EIX Position: Q1 2025 in Review

Penney Financial sold out of Edison International (EIX) in Q1 2025, closing a stake of 3,000 shares — an estimated $240K sold.

Penney Financial first reported a position in EIX in Q4 2023 and held it in 5 quarters. The position peaked at $261K in Q3 2024. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

Penney Financial reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
Penney Financial sold 3,000 Edison International shares in Q1 2025, an estimated $240K.
Penney Financial first reported a position in Edison International in Q4 2023 and held it in 5 quarters.
Penney Financial's Edison International position peaked at $261K in Q3 2024.
879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on Penney Financial's 13F filing for Q1 2025, filed 2 May 2025.