Strategic Wealth Partners’s Edison International EIX Stock Holding History

Strategic Wealth 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	$66.2K	Buy	904 +4	+0.4%	+$270	﹤0.01%	465
2025 Q4	$54K	Sell	900 -45	-5%	-$2.58K	﹤0.01%	510
2025 Q3	$52.2K	Hold	945	–	–	﹤0.01%	542
2025 Q2	$48.8K	Buy	+945	New	+$51.8K	﹤0.01%	497
2019 Q4	–	Sell	-137	Closed	-$10	–	231
2019 Q3	$10	Sell	137 -93	-40%	-$6.69K	﹤0.01%	517
2019 Q2	$15K	Hold	230	–	–	0.01%	407
2019 Q1	$14K	Sell	230 -5	-2%	-$298	0.01%	448
2018 Q4	$14K	Hold	235	–	–	0.01%	410
2018 Q3	$16K	Sell	235 -53	-18%	-$3.54K	0.01%	370
2018 Q2	$18K	Sell	288 -12,974	-98%	-$810K	0.01%	423
2018 Q1	$844K	Buy	13,262 +6,044	+84%	+$372K	0.44%	80
2017 Q4	$580K	Buy	+7,218	New	+$551K	0.32%	105

Other funds holding EIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategic Wealth Partners's EIX Position: Q1 2026 in Review

Strategic Wealth Partners increased its Edison International (EIX) stake by 0.44% in Q1 2026, buying an estimated $270 and bringing the position to 904 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Strategic Wealth Partners first reported a position in EIX in Q4 2017 and has held it in 12 quarters since. The position peaked at $844K in Q1 2018. 1,053 funds tracked by Wall St. Rank hold EIX as of Q1 2026.

Strategic Wealth Partners held 904 shares of Edison International worth $66.2K as of Q1 2026.
Strategic Wealth Partners bought 4 Edison International shares in Q1 2026, an estimated $270.
Edison International made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #465 holding.
Strategic Wealth Partners first reported a position in Edison International in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's Edison International position peaked at $844K in Q1 2018.
1,053 funds tracked by Wall St. Rank held Edison International as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.