Wealth Enhancement Advisory Services
EIX icon

Wealth Enhancement Advisory Services’s Edison International EIX Stock Holding History

Wealth Enhancement Advisory Services’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 		$17.2M Sell
332,366
-78,013
-19% -$5.28M 0.03% 525
2026
Q2 		$28.3M Buy
410,379
+16,000
+4% +$1.14M 0.05% 337
2026
Q1 		$26.7M Buy
394,379
+95,174
+32% +$6.42M 0.05% 312
2025
Q4 		$18.1M Buy
299,205
+129,944
+77% +$7.46M 0.02% 507
2025
Q3 		$9.09M Buy
169,261
+36,395
+27% +$1.96M 0.01% 693
2025
Q2 		$6.98M Buy
132,866
+9,015
+7% +$494K 0.01% 759
2025
Q1 		$7.3M Buy
123,851
+71,159
+135% +$4.09M 0.01% 697
2024
Q4 		$4.21M Buy
52,692
+32,393
+160% +$2.71M 0.01% 861
2024
Q3 		$1.77M Sell
20,299
-6,557
-24% -$533K ﹤0.01% 1119
2024
Q2 		$1.93M Buy
26,856
+4,348
+19% +$315K ﹤0.01% 999
2024
Q1 		$1.59M Buy
22,508
+2,431
+12% +$166K ﹤0.01% 1040
2023
Q4 		$1.44M Buy
20,077
+10,571
+111% +$695K ﹤0.01% 1017
2023
Q3 		$602K Buy
+9,506
New +$662K ﹤0.01% 1335
2021
Q4 		– Sell
-21,088
Closed -$1.3M – 307
2021
Q3 		$1.3M Buy
+21,088
New +$1.21M 0.02% 187

Other funds holding EIX

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's EIX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Edison International (EIX) stake by 19% in Q3 2026, selling an estimated $5.28M and leaving 332,366 shares worth $17.2M. The position accounts for 0.03% of the portfolio, ranked #525.

Wealth Enhancement Advisory Services first reported a position in EIX in Q3 2021 and has held it in 14 quarters since. The position peaked at $28.3M in Q2 2026. 236 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 332,366 shares of Edison International worth $17.2M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 78,013 Edison International shares in Q3 2026, an estimated $5.28M.
  • Edison International made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #525 holding.
  • Wealth Enhancement Advisory Services first reported a position in Edison International in Q3 2021 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Edison International position peaked at $28.3M in Q2 2026.
  • 236 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.