James T. Borello RIA’s Edison International EIX Stock Holding History

James T. Borello RIA’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	$3.33K	Sell	62 -26	-30%	-$1.76K	﹤0.01%	860
2026 Q2	$6.55K	Buy	88 +26	+42%	+$1.85K	﹤0.01%	710
2026 Q1	$4.54K	Buy	62 +2	+3%	+$135	﹤0.01%	784
2025 Q4	$3.6K	Sell	60 -2	-3%	-$115	﹤0.01%	657
2025 Q3	$3.43K	Sell	62 -38	-38%	-$2.05K	﹤0.01%	596
2025 Q2	$5.16K	Buy	+100	New	+$5.48K	﹤0.01%	222

Other funds holding EIX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

James T. Borello RIA's EIX Position: Q3 2026 in Review

James T. Borello RIA reduced its Edison International (EIX) stake by 30% in Q3 2026, selling an estimated $1.76K and leaving 62 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

James T. Borello RIA first reported a position in EIX in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.55K in Q2 2026. 142 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

James T. Borello RIA held 62 shares of Edison International worth $3.33K as of Q3 2026.
James T. Borello RIA sold 26 Edison International shares in Q3 2026, an estimated $1.76K.
Edison International made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #860 holding.
James T. Borello RIA first reported a position in Edison International in Q2 2025 and has held it in 6 quarters since.
James T. Borello RIA's Edison International position peaked at $6.55K in Q2 2026.
142 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.