Evoke Wealth, LLC Edison International Transaction History

Evoke Wealth, LLC

$84.8 Billion
Q2 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$64.41 - $73.17 $5,023 - $5,707	78 Added 1.6%	4,960 $350,000
Q4 2023 Feb 12, 2024	SELL	$60.69 - $71.91 $7,464 - $8,844	-123 Reduced 2.46%	4,882 $349,000
Q3 2023 Nov 13, 2023	BUY	$63.29 - $72.96 $2,594 - $2,991	41 Added 0.83%	5,005 $316,000
Q2 2023 Aug 09, 2023	BUY	$65.63 - $74.19 $5,644 - $6,380	86 Added 1.76%	4,964 $344,000
Q1 2023 May 08, 2023	BUY	$64.26 - $70.59 $2,249 - $2,470	35 Added 0.72%	4,878 $344,000
Q4 2022 Feb 10, 2023	BUY	$54.94 - $67.86 $879 - $1,085	16 Added 0.33%	4,843 $308,000
Q2 2022 Aug 04, 2022	SELL	$58.92 - $72.75 $353 - $436	-6 Reduced 0.12%	4,827 $305,000
Q1 2022 May 10, 2022	SELL	$59.02 - $70.1 $295,100 - $350,500	-5,000 Reduced 50.85%	4,833 $342,000
Q4 2021 Feb 09, 2022	SELL	$55.04 - $68.44 $69,130 - $85,960	-1,256 Reduced 11.33%	9,833 $678,000
Q3 2021 Nov 12, 2021	BUY	$54.5 - $59.53 $327 - $357	6 Added 0.05%	11,089 $622,000
Q2 2021 Aug 05, 2021	BUY	$55.01 - $61.52 $302,720 - $338,544	5,503 Added 98.62%	11,083 $641,000
Q1 2021 May 13, 2021	BUY	$53.99 - $63.2 $29,694 - $34,760	550 Added 10.93%	5,580 $331,000
Q3 2020 Nov 13, 2020	SELL	$49.3 - $56.71 $4,190 - $4,820	-85 Reduced 1.66%	5,030 $259,000
Q2 2020 Aug 10, 2020	SELL	$49.36 - $64.76 $345 - $453	-7 Reduced 0.14%	5,115 $278,000
Q1 2020 May 07, 2020	SELL	$44.47 - $78.2 $75,954 - $133,565	-1,708 Reduced 25.01%	5,122 $287 Million
Q4 2019 Feb 07, 2020	BUY	$62.16 - $75.59 $2,362 - $2,872	38 Added 0.56%	6,830 $519 Million
Q3 2019 Nov 12, 2019	BUY	$67.06 - $76.36 $455,471 - $518,637	6,792 New	6,792 $516 Million

Others Institutions Holding EIX

# of Institutions

881

Shares Held

326M

Call Options Held

1.06M

Put Options Held

301K

Vanguard Group Inc Valley Forge, PA

46.6M
Shares

$4.05 Billion
0.07% of portfolio
Black Rock Inc. New York, NY

38.2M
Shares

$3.32 Billion
0.06% of portfolio
State Street Corp Boston, MA

32.3M
Shares

$2.81 Billion
0.1% of portfolio
Capital Research Global Investors Los Angeles, CA

19.4M
Shares

$1.68 Billion
0.31% of portfolio
Richard Pzena Pzena Investment Management LLC

12.9M
Shares

$1.12 Billion
3.29% of portfolio

View Full List

About EDISON INTERNATIONAL

Ticker EIX
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 381,432,000
Market Cap $33.1B
Description
Edison International, through its subsidiaries, generates and distributes electric power. It delivers electricity to 15 million residential, commercial, industrial, public authorities, agricultural, and other customers across Southern, Central, and Coastal California. The company also provides energy solutions to commercial and industrial users....

More about EIX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.

Account