EIX — EDISON INTL

Ownership history in Carson Advisory Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Carson Advisory Inc. reported a position in EDISON INTL (EIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.14% (2022 Q2)
Avg. % of fund
3.1%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 74,137 -1,542 -2.0% 2.31% $4.4M $59.15
2025 Q3 ADDED 75,679 +9,759 +14.8% 2.26% $4.2M $53.65
2025 Q2 ADDED 65,920 +3,540 +5.7% 2.16% $3.4M $49.29
2025 Q1 ADDED 62,380 +10,152 +19.4% 2.48% $3.7M $55.44
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EIX price (monthly, adj. close)

Other funds also holding EIX

As of 2025 Q4 — sorted by position size

ATLAS Infrastructure Partners (UK) Ltd. 3Y 11.73% STANCE CAPITAL LLC 1.22% Slagle Financial, LLC 1.08% Ategra Capital Management, LLC 1.05% Electron Capital Partners, LLC 3Y 7Y 0.96% Blackhawk Capital Partners, LLC 3Y 7Y 0.9% Silver Point Capital L.P. 3Y 7Y 0.86% Stablepoint Partners, LLC 0.78% Clearwave Capital, LLC 0.76% WBI INVESTMENTS, LLC 3Y 7Y 0.73%
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