PFG Private Wealth Management’s Edison International EIX Stock Holding History

PFG Private Wealth Management’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	-42	Closed	-$2.48K	–	114
2025 Q1	$2.48K	Hold	42	–	–	﹤0.01%	223
2024 Q4	$3.35K	Hold	42	–	–	﹤0.01%	178
2024 Q3	$3.66K	Hold	42	–	–	﹤0.01%	176
2024 Q2	$3.02K	Hold	42	–	–	﹤0.01%	182
2024 Q1	$2.97K	Hold	42	–	–	﹤0.01%	172
2023 Q4	$3K	Sell	42 -48	-53%	-$3.15K	﹤0.01%	177
2023 Q3	$5.7K	Sell	90 -185	-67%	-$12.9K	﹤0.01%	215
2023 Q2	$19.1K	Buy	275 +126	+85%	+$8.87K	0.01%	182
2023 Q1	$10.5K	Buy	149 +119	+397%	+$8.04K	0.01%	200
2022 Q4	$2K	Hold	30	–	–	﹤0.01%	286
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	296
2022 Q2	$2K	Buy	+30	New	+$2.03K	﹤0.01%	284

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

PFG Private Wealth Management's EIX Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Edison International (EIX) in Q2 2025, closing a stake of 42 shares — an estimated $2.48K sold.

PFG Private Wealth Management first reported a position in EIX in Q2 2022 and held it in 12 quarters. The position peaked at $19.1K in Q2 2023. 870 funds tracked by Wall St. Rank hold EIX as of Q2 2025.

PFG Private Wealth Management reported no remaining Edison International position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 42 Edison International shares in Q2 2025, an estimated $2.48K.
PFG Private Wealth Management first reported a position in Edison International in Q2 2022 and held it in 12 quarters.
PFG Private Wealth Management's Edison International position peaked at $19.1K in Q2 2023.
870 funds tracked by Wall St. Rank held Edison International as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.