Walled Lake Planning & Wealth Management, LLC Edison International Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$55.04 - $68.44 $14,090 - $17,520	-256 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$54.5 - $59.53 $109 - $119	2 Added 0.79%	256 $14,000
Q2 2021 Aug 16, 2021	BUY	$55.01 - $61.52 $55 - $61	1 Added 0.4%	254 $15,000
Q1 2021 May 17, 2021	SELL	$53.99 - $63.2 $6,910 - $8,089	-128 Reduced 33.6%	253 $15,000
Q4 2020 Feb 19, 2021	BUY	$50.44 - $65.6 $151 - $196	3 Added 0.79%	381 $24,000
Q3 2020 Nov 13, 2020	BUY	$49.3 - $56.71 $147 - $170	3 Added 0.8%	378 $19,000
Q2 2020 Aug 18, 2020	BUY	$49.36 - $64.76 $148 - $194	3 Added 0.81%	375 $20,000
Q1 2020 May 15, 2020	BUY	$44.47 - $78.2 $88 - $156	2 Added 0.54%	372 $20,000
Q4 2019 May 15, 2020	BUY	$62.16 - $75.59 $22,999 - $27,968	370 New	370 $28,000

Others Institutions Holding EIX

# of Institutions

908

Shares Held

327M

Call Options Held

1.06M

Put Options Held

372K

Vanguard Group Inc Valley Forge, PA

46.6M
Shares

$3.78 Billion
0.07% of portfolio
Black Rock Inc. New York, NY

38.2M
Shares

$3.1 Billion
0.06% of portfolio
State Street Corp Boston, MA

32.3M
Shares

$2.62 Billion
0.1% of portfolio
Capital Research Global Investors Los Angeles, CA

19.4M
Shares

$1.57 Billion
0.31% of portfolio
Richard Pzena Pzena Investment Management LLC

12.9M
Shares

$1.04 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 $30.9B
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

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