True Wealth Design
EIX icon

True Wealth Design’s Edison International EIX Stock Holding History

True Wealth Design’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
Q3 		$122K Sell
2,279
-2,967
-57% -$201K 0.03% 224
2026
Q2 		$391K Sell
5,246
-69
-1% -$4.92K 0.09% 52
2026
Q1 		$389K Buy
5,315
+756
+17% +$51K 0.11% 46
2025
Q4 		$274K Buy
4,559
+2,206
+94% +$127K 0.08% 54
2025
Q3 		$130K Buy
2,353
+2,070
+731% +$112K 0.04% 119
2025
Q2 		$14.6K Sell
283
-1,612
-85% -$88.4K 0.01% 465
2025
Q1 		$112K Buy
1,895
+1,474
+350% +$84.7K 0.04% 77
2024
Q4 		$33.6K Sell
421
-210
-33% -$17.6K 0.01% 242
2024
Q3 		$55K Buy
631
+619
+5,158% +$50.3K 0.02% 126
2024
Q2 		$862 Buy
12
+3
+33% +$217 ﹤0.01% 541
2024
Q1 		$637 Buy
9
+4
+80% +$273 ﹤0.01% 578
2023
Q4 		$358 Hold
5
– – ﹤0.01% 567
2023
Q3 		$317 Hold
5
– – ﹤0.01% 546
2023
Q2 		$348 Hold
5
– – ﹤0.01% 546
2023
Q1 		$353 Hold
5
– – ﹤0.01% 604
2022
Q4 		$318 Buy
+5
New +$307 ﹤0.01% 571

Other funds holding EIX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

True Wealth Design's EIX Position: Q3 2026 in Review

True Wealth Design reduced its Edison International (EIX) stake by 57% in Q3 2026, selling an estimated $201K and leaving 2,279 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #224.

True Wealth Design first reported a position in EIX in Q4 2022 and has held it in 16 quarters since. The position peaked at $391K in Q2 2026. 155 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

  • True Wealth Design held 2,279 shares of Edison International worth $122K as of Q3 2026.
  • True Wealth Design sold 2,967 Edison International shares in Q3 2026, an estimated $201K.
  • Edison International made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #224 holding.
  • True Wealth Design first reported a position in Edison International in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Edison International position peaked at $391K in Q2 2026.
  • 155 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.