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Surience Private Wealth’s Edison International EIX Stock Holding History

Surience Private Wealth’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
Q2 		– Sell
-10,276
Closed -$605K – 33
2025
Q1 		$605K Buy
+10,276
New +$591K 1.05% 16

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Surience Private Wealth's EIX Position: Q2 2025 in Review

Surience Private Wealth sold out of Edison International (EIX) in Q2 2025, closing a stake of 10,276 shares — an estimated $605K sold.

Surience Private Wealth first reported a position in EIX in Q1 2025 and held it in 1 quarter. The position peaked at $605K in Q1 2025. 870 funds tracked by Wall St. Rank hold EIX as of Q2 2025.

  • Surience Private Wealth reported no remaining Edison International position as of Q2 2025 after selling out during the quarter.
  • Surience Private Wealth sold 10,276 Edison International shares in Q2 2025, an estimated $605K.
  • Surience Private Wealth first reported a position in Edison International in Q1 2025 and held it in 1 quarter.
  • Surience Private Wealth's Edison International position peaked at $605K in Q1 2025.
  • 870 funds tracked by Wall St. Rank held Edison International as of Q2 2025.

Based on Surience Private Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.