Back to EIX

KWMG, LLC → EIX

KWMG, LLC EIX Position History

Edison International • Utilities

Quarters held
5
Latest value
$6M
Q3 2026
Peak value
$8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.4M
Q4 2025$6.2M
Q1 2026$7.8M
Q2 2026$8M
Q3 2026$6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6M111.6K——
Q2 2026$8M108.0K——
Q1 2026$7.8M106.1K——
Q4 2025$6.2M103.6K——
Q3 2025$5.4M98.1K——

Other funds holding EIX

Other KWMG, LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$74.7M
VGES

VANGUARD TAX-MANAGED FDS

$72.8M
VGES

VANGUARD TAX-MANAGED FDS

$63.9M
VGES

VANGUARD TAX-MANAGED FDS

$61.4M
STT-PG

SELECT SECTOR SPDR TR

$60.3M
VGES

VANGUARD TAX-MANAGED FDS

$59.3M
STT-PG

SELECT SECTOR SPDR TR

$57.8M
VGES

VANGUARD INDEX FDS

$45.8M