Plan Group Financial’s Edison International EIX Stock Holding History

Plan Group 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
2026 Q3	$338K	Sell	5,976 -1,427	-19%	-$96.7K	0.07%	163
2026 Q2	$551K	Sell	7,403 -2,116	-22%	-$151K	0.11%	125
2026 Q1	$697K	Sell	9,519 -961	-9%	-$64.8K	0.16%	113
2025 Q4	$629K	Sell	10,480 -2,671	-20%	-$153K	0.16%	107
2025 Q3	$727K	Buy	13,151 +1,703	+15%	+$91.9K	0.2%	104
2025 Q2	$591K	Buy	11,448 +2,929	+34%	+$161K	0.19%	103
2025 Q1	$502K	Buy	8,519 +4,186	+97%	+$241K	0.18%	98
2024 Q4	$346K	Buy	4,333 +220	+5%	+$18.4K	0.18%	83
2024 Q3	$358K	Buy	+4,113	New	+$334K	0.19%	76

Other funds holding EIX

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Plan Group Financial's EIX Position: Q3 2026 in Review

Plan Group Financial reduced its Edison International (EIX) stake by 19% in Q3 2026, selling an estimated $96.7K and leaving 5,976 shares worth $338K. The position accounts for 0.07% of the portfolio, ranked #163.

Plan Group Financial first reported a position in EIX in Q3 2024 and has held it in 9 quarters since. The position peaked at $727K in Q3 2025. 236 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

Plan Group Financial held 5,976 shares of Edison International worth $338K as of Q3 2026.
Plan Group Financial sold 1,427 Edison International shares in Q3 2026, an estimated $96.7K.
Edison International made up 0.07% of Plan Group Financial's portfolio in Q3 2026, its #163 holding.
Plan Group Financial first reported a position in Edison International in Q3 2024 and has held it in 9 quarters since.
Plan Group Financial's Edison International position peaked at $727K in Q3 2025.
236 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.