RFP
EIX icon

Root Financial Partners’s Edison International EIX Stock Holding History

Root Financial Partners’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 		$169K Buy
2,312
+2,044
+763% +$138K 0.01% 372
2025
Q4 		$16.1K Buy
268
+98
+58% +$5.62K ﹤0.01% 1283
2025
Q3 		$9.4K Buy
+170
New +$9.17K ﹤0.01% 1475

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

Root Financial Partners's EIX Position: Q1 2026 in Review

Root Financial Partners increased its Edison International (EIX) stake by 763% in Q1 2026, buying an estimated $138K and bringing the position to 2,312 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #372.

Root Financial Partners first reported a position in EIX in Q3 2025 and has held it in 3 quarters since. 1,054 funds tracked by Wall St. Rank hold EIX as of Q1 2026.

  • Root Financial Partners held 2,312 shares of Edison International worth $169K as of Q1 2026.
  • Root Financial Partners bought 2,044 Edison International shares in Q1 2026, an estimated $138K.
  • Edison International made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #372 holding.
  • Root Financial Partners first reported a position in Edison International in Q3 2025 and has held it in 3 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Edison International as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.