Primoris Wealth Advisors’s Edison International EIX Stock Holding History

Primoris Wealth 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
2026 Q1	$307K	Hold	4,201	–	–	0.22%	73
2025 Q4	$252K	Hold	4,201	–	–	0.15%	96
2025 Q3	$232K	Hold	4,201	–	–	0.15%	92
2025 Q2	$217K	Hold	4,201	–	–	0.15%	88
2025 Q1	$248K	Hold	4,201	–	–	0.19%	83
2024 Q4	$335K	Hold	4,201	–	–	0.26%	68
2024 Q3	$366K	Hold	4,201	–	–	0.27%	73
2024 Q2	$302K	Hold	4,201	–	–	0.24%	80
2024 Q1	$297K	Hold	4,201	–	–	0.24%	78
2023 Q4	$300K	Hold	4,201	–	–	0.28%	70
2023 Q3	$266K	Hold	4,201	–	–	0.32%	59
2023 Q2	$292K	Hold	4,201	–	–	0.32%	54
2023 Q1	$297K	Hold	4,201	–	–	0.37%	52
2022 Q4	$267K	Hold	4,201	–	–	0.41%	49
2022 Q3	$238K	Sell	4,201 -5	-0.1%	-$331	0.42%	50
2022 Q2	$266K	Buy	4,206 +5	+0.1%	+$339	0.38%	58
2022 Q1	$294K	Hold	4,201	–	–	0.27%	58
2021 Q4	$287K	Buy	+4,201	New	+$266K	0.23%	69

Other funds holding EIX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Primoris Wealth Advisors's EIX Position: Q1 2026 in Review

Primoris Wealth Advisors held its Edison International (EIX) position steady in Q1 2026 at 4,201 shares worth $307K. The position accounts for 0.22% of the portfolio, ranked #73.

Primoris Wealth Advisors first reported a position in EIX in Q4 2021 and has held it in 18 quarters since. The position peaked at $366K in Q3 2024. 1,053 funds tracked by Wall St. Rank hold EIX as of Q1 2026.

Primoris Wealth Advisors held 4,201 shares of Edison International worth $307K as of Q1 2026.
Primoris Wealth Advisors left its Edison International share count unchanged in Q1 2026.
Edison International made up 0.22% of Primoris Wealth Advisors's portfolio in Q1 2026, its #73 holding.
Primoris Wealth Advisors first reported a position in Edison International in Q4 2021 and has held it in 18 quarters since.
Primoris Wealth Advisors's Edison International position peaked at $366K in Q3 2024.
1,053 funds tracked by Wall St. Rank held Edison International as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.