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Schechter Investment Advisors’s Edison International EIX Stock Holding History

Schechter Investment 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
2025
Q1 		– Sell
-2,857
Closed -$228K – 649
2024
Q4 		$228K Sell
2,857
-86
-3% -$7.19K 0.02% 547
2024
Q3 		$256K Sell
2,943
-19
-0.6% -$1.54K 0.02% 527
2024
Q2 		$213K Buy
2,962
+16
+0.5% +$1.16K 0.02% 553
2024
Q1 		$208K Buy
2,946
+14
+0.5% +$957 0.02% 579
2023
Q4 		$210K Sell
2,932
-256
-8% -$16.8K 0.02% 558
2023
Q3 		$202K Buy
3,188
+221
+7% +$15.4K 0.02% 550
2023
Q2 		$206K Sell
2,967
-9
-0.3% -$633 0.02% 589
2023
Q1 		$210K Buy
+2,976
New +$201K 0.02% 608

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

Schechter Investment Advisors's EIX Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Edison International (EIX) in Q1 2025, closing a stake of 2,857 shares — an estimated $228K sold.

Schechter Investment Advisors first reported a position in EIX in Q1 2023 and held it in 8 quarters. The position peaked at $256K in Q3 2024. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

  • Schechter Investment Advisors reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 2,857 Edison International shares in Q1 2025, an estimated $228K.
  • Schechter Investment Advisors first reported a position in Edison International in Q1 2023 and held it in 8 quarters.
  • Schechter Investment Advisors's Edison International position peaked at $256K in Q3 2024.
  • 879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.