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Putney Financial Group’s Edison International EIX Stock Holding History

Putney Financial 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
Q3 		– Sell
-700
Closed -$36.1K – 141
2025
Q2 		$36.1K Sell
700
-220
-24% -$12.1K 0.04% 141
2025
Q1 		$54.2K Hold
920
– – 0.06% 115
2024
Q4 		$73.5K Buy
+920
New +$76.9K 0.07% 119

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Putney Financial Group's EIX Position: Q3 2025 in Review

Putney Financial Group sold out of Edison International (EIX) in Q3 2025, closing a stake of 700 shares — an estimated $36.1K sold.

Putney Financial Group first reported a position in EIX in Q4 2024 and held it in 3 quarters. The position peaked at $73.5K in Q4 2024. 921 funds tracked by Wall St. Rank hold EIX as of Q3 2025.

  • Putney Financial Group reported no remaining Edison International position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 700 Edison International shares in Q3 2025, an estimated $36.1K.
  • Putney Financial Group first reported a position in Edison International in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Edison International position peaked at $73.5K in Q4 2024.
  • 921 funds tracked by Wall St. Rank held Edison International as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.