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 $5.7T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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