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Private Wealth Group’s Edison International EIX Stock Holding History

Private Wealth Group’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
Q1 		– Sell
-2,764
Closed -$221K – 60
2024
Q4 		$221K Hold
2,764
– – 0.11% 64
2024
Q3 		$241K Buy
+2,764
New +$224K 0.12% 57

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Wealth Group's EIX Position: Q1 2025 in Review

Private Wealth Group sold out of Edison International (EIX) in Q1 2025, closing a stake of 2,764 shares — an estimated $221K sold.

Private Wealth Group first reported a position in EIX in Q3 2024 and held it in 2 quarters. The position peaked at $241K in Q3 2024. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

  • Private Wealth Group reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Group sold 2,764 Edison International shares in Q1 2025, an estimated $221K.
  • Private Wealth Group first reported a position in Edison International in Q3 2024 and held it in 2 quarters.
  • Private Wealth Group's Edison International position peaked at $241K in Q3 2024.
  • 879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on Private Wealth Group's 13F filing for Q1 2025, filed 16 Apr 2025.