Petrus Trust Company’s Edison International EIX Stock Holding History

Petrus Trust Company’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 Q2	–	Sell	-26,656	Closed	-$1.57M	–	575
2025 Q1	$1.57M	Buy	26,656 +17,939	+206%	+$1.03M	0.15%	23
2024 Q4	$696K	Buy	8,717 +5,920	+212%	+$495K	0.07%	104
2024 Q3	$244K	Sell	2,797 -10,326	-79%	-$839K	0.02%	476
2024 Q2	$942K	Buy	13,123 +5,357	+69%	+$388K	0.09%	43
2024 Q1	$549K	Buy	7,766 +4,282	+123%	+$293K	0.05%	175
2023 Q4	$249K	Buy	+3,484	New	+$229K	0.02%	505
2023 Q1	–	Sell	-3,169	Closed	-$202K	–	585
2022 Q4	$202K	Buy	+3,169	New	+$194K	0.03%	419
2019 Q3	–	Sell	-3,123	Closed	-$211K	–	290
2019 Q2	$211K	Buy	+3,123	New	+$194K	0.04%	218
2019 Q1	–	Sell	-4,490	Closed	-$255K	–	278
2018 Q4	$255K	Buy	+4,490	New	+$279K	0.06%	122
2018 Q1	–	Sell	-10,664	Closed	-$674K	–	181
2017 Q4	$674K	Buy	+10,664	New	+$813K	0.17%	49

Other funds holding EIX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Petrus Trust Company's EIX Position: Q2 2025 in Review

Petrus Trust Company sold out of Edison International (EIX) in Q2 2025, closing a stake of 26,656 shares — an estimated $1.57M sold.

Petrus Trust Company first reported a position in EIX in Q4 2017 and held it in 10 quarters. The position peaked at $1.57M in Q1 2025. 870 funds tracked by Wall St. Rank hold EIX as of Q2 2025.

Petrus Trust Company reported no remaining Edison International position as of Q2 2025 after selling out during the quarter.
Petrus Trust Company sold 26,656 Edison International shares in Q2 2025, an estimated $1.57M.
Petrus Trust Company first reported a position in Edison International in Q4 2017 and held it in 10 quarters.
Petrus Trust Company's Edison International position peaked at $1.57M in Q1 2025.
870 funds tracked by Wall St. Rank held Edison International as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.