United Capital Financial Advisors’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.52M | Buy |
20,365
+1,659
| +9% | +$118K | 0.01% | 653 |
|
|
2026
Q1 | $1.37M | Buy |
18,706
+1,760
| +10% | +$119K | 0.01% | 656 |
|
|
2025
Q4 | $1.02M | Buy |
16,946
+2,556
| +18% | +$147K | 0.01% | 730 |
|
|
2025
Q3 | $795K | Buy |
14,390
+8,893
| +162% | +$480K | 0.01% | 717 |
|
|
2025
Q2 | $284K | Sell |
5,497
-4,061
| -42% | -$223K | ﹤0.01% | 942 |
|
|
2025
Q1 | $563K | Buy |
9,558
+2,026
| +27% | +$116K | ﹤0.01% | 713 |
|
|
2024
Q4 | $601K | Sell |
7,532
-339
| -4% | -$28.3K | 0.01% | 686 |
|
|
2024
Q3 | $685K | Buy |
7,871
+150
| +2% | +$12.2K | 0.01% | 643 |
|
|
2024
Q2 | $554K | Buy |
7,721
+299
| +4% | +$21.7K | ﹤0.01% | 683 |
|
|
2024
Q1 | $525K | Buy |
7,422
+550
| +8% | +$37.6K | ﹤0.01% | 727 |
|
|
2023
Q4 | $491K | Buy |
+6,872
| New | +$452K | ﹤0.01% | 730 |
|
|
2023
Q2 | – | Sell |
-3,516
| Closed | -$248K | – | 917 |
|
|
2023
Q1 | $248K | Sell |
3,516
-711
| -17% | -$48K | ﹤0.01% | 870 |
|
|
2022
Q4 | $269K | Sell |
4,227
-271
| -6% | -$16.6K | ﹤0.01% | 910 |
|
|
2022
Q3 | $255K | Sell |
4,498
-884
| -16% | -$58.5K | ﹤0.01% | 956 |
|
|
2022
Q2 | $340K | Buy |
5,382
+393
| +8% | +$26.6K | ﹤0.01% | 905 |
|
|
2022
Q1 | $350K | Sell |
4,989
-356
| -7% | -$22.7K | ﹤0.01% | 947 |
|
|
2021
Q4 | $365K | Buy |
5,345
+74
| +1% | +$4.69K | ﹤0.01% | 958 |
|
|
2021
Q3 | $292K | Buy |
5,271
+286
| +6% | +$16.4K | ﹤0.01% | 1022 |
|
|
2021
Q2 | $288K | Sell |
4,985
-1,077
| -18% | -$62.6K | ﹤0.01% | 1034 |
|
|
2021
Q1 | $355K | Sell |
6,062
-1,792
| -23% | -$105K | ﹤0.01% | 945 |
|
|
2020
Q4 | $493K | Buy |
7,854
+1,646
| +27% | +$99.2K | ﹤0.01% | 852 |
|
|
2020
Q3 | $316K | Sell |
6,208
-616
| -9% | -$32.8K | ﹤0.01% | 944 |
|
|
2020
Q2 | $371K | Sell |
6,824
-167
| -2% | -$9.61K | ﹤0.01% | 956 |
|
|
2020
Q1 | $383K | Sell |
6,991
-12,462
| -64% | -$864K | ﹤0.01% | 911 |
|
|
2019
Q4 | $1.47M | Buy |
19,453
+808
| +4% | +$57.2K | 0.01% | 666 |
|
|
2019
Q3 | $1.41M | Sell |
18,645
-991
| -5% | -$71.3K | 0.01% | 655 |
|
|
2019
Q2 | $1.32M | Sell |
19,636
-673
| -3% | -$41.8K | 0.01% | 725 |
|
|
2019
Q1 | $1.26M | Buy |
20,309
+10,133
| +100% | +$605K | 0.01% | 715 |
|
|
2018
Q4 | $578K | Buy |
10,176
+55
| +0.5% | +$3.42K | ﹤0.01% | 874 |
|
|
2018
Q3 | $685K | Buy |
10,121
+169
| +2% | +$11.3K | ﹤0.01% | 886 |
|
|
2018
Q2 | $630K | Buy |
9,952
+141
| +1% | +$8.8K | ﹤0.01% | 880 |
|
|
2018
Q1 | $625K | Sell |
9,811
-4,210
| -30% | -$259K | ﹤0.01% | 897 |
|
|
2017
Q4 | $887K | Sell |
14,021
-4,395
| -24% | -$335K | 0.01% | 821 |
|
|
2017
Q3 | $1.42M | Sell |
18,416
-170
| -0.9% | -$13.4K | 0.01% | 670 |
|
|
2017
Q2 | $1.45M | Sell |
18,586
-567
| -3% | -$45.4K | 0.01% | 658 |
|
|
2017
Q1 | $1.52M | Sell |
19,153
-426
| -2% | -$32.3K | 0.01% | 630 |
|
|
2016
Q4 | $1.41M | Buy |
19,579
+4,671
| +31% | +$330K | 0.01% | 647 |
|
|
2016
Q3 | $1.08M | Buy |
14,908
+542
| +4% | +$40.7K | 0.01% | 753 |
|
|
2016
Q2 | $1.12M | Buy |
14,366
+2,418
| +20% | +$174K | 0.01% | 706 |
|
|
2016
Q1 | $859K | Sell |
11,948
-1,391
| -10% | -$90.2K | 0.01% | 733 |
|
|
2015
Q4 | $790K | Sell |
13,339
-1,871
| -12% | -$114K | 0.01% | 753 |
|
|
2015
Q3 | $959K | Buy |
15,210
+421
| +3% | +$25K | 0.01% | 703 |
|
|
2015
Q2 | $822K | Buy |
14,789
+1,595
| +12% | +$95.8K | 0.01% | 765 |
|
|
2015
Q1 | $804K | Buy |
13,194
+8,268
| +168% | +$539K | 0.01% | 774 |
|
|
2014
Q4 | $323K | Buy |
+4,926
| New | +$306K | ﹤0.01% | 942 |
|
|
2013
Q4 | – | Sell |
-106,115
| Closed | -$4.89M | – | 675 |
|
|
2013
Q3 | $4.89M | Sell |
106,115
-2,524
| -2% | -$119K | 0.16% | 149 |
|
|
2013
Q2 | $5.23M | Buy |
+108,639
| New | +$5.36M | 0.14% | 185 |
|
Other funds holding EIX
United Capital Financial Advisors's EIX Position: Q2 2026 in Review
United Capital Financial Advisors increased its Edison International (EIX) stake by 8.9% in Q2 2026, buying an estimated $118K and bringing the position to 20,365 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #653.
United Capital Financial Advisors first reported a position in EIX in Q2 2013 and has held it in 47 quarters since. The position peaked at $5.23M in Q2 2013. 1,071 funds tracked by Wall St. Rank hold EIX as of Q2 2026.
- United Capital Financial Advisors held 20,365 shares of Edison International worth $1.52M as of Q2 2026.
- United Capital Financial Advisors bought 1,659 Edison International shares in Q2 2026, an estimated $118K.
- Edison International made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #653 holding.
- United Capital Financial Advisors first reported a position in Edison International in Q2 2013 and has held it in 47 quarters since.
- United Capital Financial Advisors's Edison International position peaked at $5.23M in Q2 2013.
- 1,071 funds tracked by Wall St. Rank held Edison International as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.