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Waverly Advisors’s Edison International EIX Stock Holding History

Waverly 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
2026
Q1 		$1.74M Buy
23,827
+7,337
+44% +$495K 0.01% 673
2025
Q4 		$990K Buy
16,490
+9,096
+123% +$522K 0.01% 769
2025
Q3 		$409K Buy
7,394
+2,645
+56% +$143K ﹤0.01% 924
2025
Q2 		$245K Buy
+4,749
New +$260K ﹤0.01% 1050
2014
Q4 		– Sell
-55
Closed -$3K – 497
2014
Q3 		$3K Hold
55
– – ﹤0.01% 691
2014
Q2 		$3K Hold
55
– – ﹤0.01% 660
2014
Q1 		$3K Sell
55
-1,800
-97% -$89.6K ﹤0.01% 619
2013
Q4 		$86K Buy
1,855
+55
+3% +$2.6K 0.03% 259
2013
Q3 		$83K Buy
+1,800
New +$85.1K 0.04% 173

Other funds holding EIX

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waverly Advisors's EIX Position: Q1 2026 in Review

Waverly Advisors increased its Edison International (EIX) stake by 44% in Q1 2026, buying an estimated $495K and bringing the position to 23,827 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #673.

Waverly Advisors first reported a position in EIX in Q3 2013 and has held it in 9 quarters since. 1,053 funds tracked by Wall St. Rank hold EIX as of Q1 2026.

  • Waverly Advisors held 23,827 shares of Edison International worth $1.74M as of Q1 2026.
  • Waverly Advisors bought 7,337 Edison International shares in Q1 2026, an estimated $495K.
  • Edison International made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #673 holding.
  • Waverly Advisors first reported a position in Edison International in Q3 2013 and has held it in 9 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Edison International as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.