Perennial Investment Advisors’s Edison International EIX Stock Holding History

Perennial Investment Advisors’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	-3,347	Closed	-$267K	–	447
2024 Q4	$267K	Buy	3,347 +4	+0.1%	+$334	0.03%	327
2024 Q3	$291K	Buy	3,343 +6	+0.2%	+$487	0.04%	293
2024 Q2	$240K	Buy	3,337 +4	+0.1%	+$290	0.03%	315
2024 Q1	$236K	Buy	3,333 +6	+0.2%	+$410	0.04%	292
2023 Q4	$238K	Buy	3,327 +6	+0.2%	+$394	0.04%	284
2023 Q3	$210K	Buy	3,321 +4	+0.1%	+$279	0.04%	298
2023 Q2	$230K	Sell	3,317 -51	-2%	-$3.59K	0.04%	297
2023 Q1	$238K	Buy	+3,368	New	+$227K	0.04%	278

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

Perennial Investment Advisors's EIX Position: Q1 2025 in Review

Perennial Investment Advisors sold out of Edison International (EIX) in Q1 2025, closing a stake of 3,347 shares — an estimated $267K sold.

Perennial Investment Advisors first reported a position in EIX in Q1 2023 and held it in 8 quarters. The position peaked at $291K in Q3 2024. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

Perennial Investment Advisors reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
Perennial Investment Advisors sold 3,347 Edison International shares in Q1 2025, an estimated $267K.
Perennial Investment Advisors first reported a position in Edison International in Q1 2023 and held it in 8 quarters.
Perennial Investment Advisors's Edison International position peaked at $291K in Q3 2024.
879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on Perennial Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.