TRUE Private Wealth Advisors’s Edison International EIX Stock Holding History

TRUE Private Wealth 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 Q2	–	Sell	-4,113	Closed	-$242K	–	248
2025 Q1	$242K	Buy	+4,113	New	+$236K	0.03%	212
2021 Q1	–	Sell	-200	Closed	-$12K	–	372
2020 Q4	$12K	Hold	200	–	–	﹤0.01%	513
2020 Q3	$10K	Hold	200	–	–	﹤0.01%	495
2020 Q2	$10K	Hold	200	–	–	﹤0.01%	485
2020 Q1	$11K	Sell	200 -2,350	-92%	-$163K	﹤0.01%	432
2019 Q4	$193K	Buy	+2,550	New	+$180K	0.03%	221
2019 Q3	–	Sell	-200	Closed	-$13K	–	368
2019 Q2	$13K	Buy	+200	New	+$12.4K	﹤0.01%	514
2018 Q4	–	Sell	-236	Closed	-$16.1K	–	431
2018 Q3	$16.1K	Buy	+236	New	+$15.8K	﹤0.01%	652

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

TRUE Private Wealth Advisors's EIX Position: Q2 2025 in Review

TRUE Private Wealth Advisors sold out of Edison International (EIX) in Q2 2025, closing a stake of 4,113 shares — an estimated $242K sold.

TRUE Private Wealth Advisors first reported a position in EIX in Q3 2018 and held it in 8 quarters. The position peaked at $242K in Q1 2025. 870 funds tracked by Wall St. Rank hold EIX as of Q2 2025.

TRUE Private Wealth Advisors reported no remaining Edison International position as of Q2 2025 after selling out during the quarter.
TRUE Private Wealth Advisors sold 4,113 Edison International shares in Q2 2025, an estimated $242K.
TRUE Private Wealth Advisors first reported a position in Edison International in Q3 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's Edison International position peaked at $242K in Q1 2025.
870 funds tracked by Wall St. Rank held Edison International as of Q2 2025.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.