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

Private Wealth Management 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
2026 Q3	$4.73K	Buy	88 +2	+2%	+$135	﹤0.01%	918
2026 Q2	$6.4K	Hold	86	–	–	﹤0.01%	747
2026 Q1	$6.29K	Hold	86	–	–	﹤0.01%	684
2025 Q4	$5.16K	Hold	86	–	–	﹤0.01%	759
2025 Q3	$4.76K	Buy	+86	New	+$4.64K	﹤0.01%	808
2025 Q2	–	Sell	-88	Closed	-$5.18K	–	1527
2025 Q1	$5.18K	Sell	88 -101	-53%	-$5.8K	﹤0.01%	715
2024 Q4	$15.1K	Hold	189	–	–	0.01%	377
2024 Q3	$16.5K	Hold	189	–	–	0.01%	333
2024 Q2	$13.6K	Buy	189 +94	+99%	+$6.81K	0.01%	368
2024 Q1	$6.72K	Hold	95	–	–	﹤0.01%	535
2023 Q4	$6.79K	Buy	+95	New	+$6.24K	﹤0.01%	518

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

Private Wealth Management Group's EIX Position: Q3 2026 in Review

Private Wealth Management Group increased its Edison International (EIX) stake by 2.3% in Q3 2026, buying an estimated $135 and bringing the position to 88 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Private Wealth Management Group first reported a position in EIX in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.5K in Q3 2024. 218 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

Private Wealth Management Group held 88 shares of Edison International worth $4.73K as of Q3 2026.
Private Wealth Management Group bought 2 Edison International shares in Q3 2026, an estimated $135.
Edison International made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #918 holding.
Private Wealth Management Group first reported a position in Edison International in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Edison International position peaked at $16.5K in Q3 2024.
218 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.