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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Plan Group Financial's EIX Position: Q1 2026 in Review

Plan Group Financial reduced its Edison International (EIX) stake by 9.2% in Q1 2026, selling an estimated $64.8K and leaving 9,519 shares worth $697K. The position accounts for 0.16% of the portfolio, ranked #113.

Plan Group Financial first reported a position in EIX in Q3 2024 and has held it in 7 quarters since. The position peaked at $727K in Q3 2025. 1,053 funds tracked by Wall St. Rank hold EIX as of Q1 2026.

  • Plan Group Financial held 9,519 shares of Edison International worth $697K as of Q1 2026.
  • Plan Group Financial sold 961 Edison International shares in Q1 2026, an estimated $64.8K.
  • Edison International made up 0.16% of Plan Group Financial's portfolio in Q1 2026, its #113 holding.
  • Plan Group Financial first reported a position in Edison International in Q3 2024 and has held it in 7 quarters since.
  • Plan Group Financial's Edison International position peaked at $727K in Q3 2025.
  • 1,053 funds tracked by Wall St. Rank held Edison International as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.