Shelton Capital Management’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $426K | Hold |
5,823
| – | – | 0.01% | 399 |
|
|
2025
Q4 | $349K | Hold |
5,823
| – | – | 0.01% | 450 |
|
|
2025
Q3 | $322K | Hold |
5,823
| – | – | 0.01% | 481 |
|
|
2025
Q2 | $300K | Hold |
5,823
| – | – | 0.01% | 489 |
|
|
2025
Q1 | $343K | Buy |
+5,823
| New | +$335K | 0.01% | 425 |
|
|
2024
Q4 | – | Sell |
-2,388
| Closed | -$208K | – | 748 |
|
|
2024
Q3 | $208K | Buy |
+2,388
| New | +$194K | 0.01% | 701 |
|
|
2017
Q4 | – | Sell |
-2,633
| Closed | -$203K | – | 864 |
|
|
2017
Q3 | $203K | Hold |
2,633
| – | – | 0.01% | 792 |
|
|
2017
Q2 | $206K | Hold |
2,633
| – | – | 0.01% | 795 |
|
|
2017
Q1 | $210K | Sell |
2,633
-1,304
| -33% | -$98.9K | 0.02% | 788 |
|
|
2016
Q4 | $283K | Sell |
3,937
-400
| -9% | -$28.2K | 0.02% | 643 |
|
|
2016
Q3 | $313K | Buy |
4,337
+200
| +5% | +$15K | 0.03% | 557 |
|
|
2016
Q2 | $321K | Sell |
4,137
-596
| -13% | -$42.8K | 0.03% | 524 |
|
|
2016
Q1 | $340K | Sell |
4,733
-6,101
| -56% | -$396K | 0.03% | 502 |
|
|
2015
Q4 | $642K | Buy |
10,834
+4,400
| +68% | +$269K | 0.06% | 280 |
|
|
2015
Q3 | $406K | Buy |
6,434
+1,200
| +23% | +$71.3K | 0.05% | 403 |
|
|
2015
Q2 | $291K | Buy |
5,234
+201
| +4% | +$12.1K | 0.03% | 593 |
|
|
2015
Q1 | $314K | Sell |
5,033
-2,190
| -30% | -$143K | 0.03% | 578 |
|
|
2014
Q4 | $473K | Buy |
7,223
+300
| +4% | +$18.6K | 0.06% | 388 |
|
|
2014
Q3 | $387K | Buy |
6,923
+700
| +11% | +$40K | 0.05% | 444 |
|
|
2014
Q2 | $362K | Hold |
6,223
| – | – | 0.05% | 474 |
|
|
2014
Q1 | $352K | Hold |
6,223
| – | – | 0.05% | 461 |
|
|
2013
Q4 | $288K | Buy |
+6,223
| New | +$294K | 0.04% | 530 |
|
|
2013
Q3 | – | Sell |
-4,223
| Closed | -$203K | – | 697 |
|
|
2013
Q2 | $203K | Buy |
+4,223
| New | +$208K | 0.04% | 599 |
|
Other funds holding EIX
VCM
VPM