WestEnd Advisors’s Edison International EIX Stock Holding History

WestEnd 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 Q3	$967	Hold	18	–	–	﹤0.01%	295
2026 Q2	$1.34K	Buy	18 +2	+13%	+$143	﹤0.01%	239
2026 Q1	$1.17K	Hold	16	–	–	﹤0.01%	221
2025 Q4	$960	Sell	16 -1	-6%	-$57	﹤0.01%	243
2025 Q3	$940	Buy	+17	New	+$917	﹤0.01%	240
2024 Q4	–	Sell	-5	Closed	-$435	–	367
2024 Q3	$435	Sell	5 -1	-17%	-$81	﹤0.01%	196
2024 Q2	$431	Hold	6	–	–	﹤0.01%	175
2024 Q1	$424	Buy	6 +1	+20%	+$68	﹤0.01%	164
2023 Q4	$357	Sell	5 -5	-50%	-$329	﹤0.01%	185
2023 Q3	$633	Buy	+10	New	+$697	﹤0.01%	133
2023 Q1	–	Sell	-8	Closed	-$540	–	135
2022 Q4	$509	Buy	8 +2	+33%	+$123	﹤0.01%	144
2022 Q3	$0	Buy	6 +2	+50%	+$132	﹤0.01%	194
2022 Q2	$252	Buy	+4	New	+$271	﹤0.01%	188

Other funds holding EIX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

WestEnd Advisors's EIX Position: Q3 2026 in Review

WestEnd Advisors held its Edison International (EIX) position steady in Q3 2026 at 18 shares worth $967. The position accounts for ﹤0.01% of the portfolio, ranked #295.

WestEnd Advisors first reported a position in EIX in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.34K in Q2 2026. 602 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

WestEnd Advisors held 18 shares of Edison International worth $967 as of Q3 2026.
WestEnd Advisors left its Edison International share count unchanged in Q3 2026.
Edison International made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2026, its #295 holding.
WestEnd Advisors first reported a position in Edison International in Q2 2022 and has held it in 13 quarters since.
WestEnd Advisors's Edison International position peaked at $1.34K in Q2 2026.
602 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on WestEnd Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.