West Branch Capital’s Edison International EIX Stock Holding History

West Branch Capital’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 Q1	–	Sell	-3	Closed	-$240	–	541
2024 Q4	$240	Hold	3	–	–	﹤0.01%	469
2024 Q3	$262	Buy	+3	New	+$244	﹤0.01%	449

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Branch Capital's EIX Position: Q1 2025 in Review

West Branch Capital sold out of Edison International (EIX) in Q1 2025, closing a stake of 3 shares — an estimated $240 sold.

West Branch Capital first reported a position in EIX in Q3 2024 and held it in 2 quarters. The position peaked at $262 in Q3 2024. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

West Branch Capital reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
West Branch Capital sold 3 Edison International shares in Q1 2025, an estimated $240.
West Branch Capital first reported a position in Edison International in Q3 2024 and held it in 2 quarters.
West Branch Capital's Edison International position peaked at $262 in Q3 2024.
879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.