Aegis Wealth Management (Maryland)’s Edison International EIX Stock Holding History

Aegis Wealth Management (Maryland)’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 Q2	$302K	Buy	4,051 +549	+16%	+$39.2K	0.14%	126
2026 Q1	$256K	Buy	3,502 +53	+2%	+$3.57K	0.15%	107
2025 Q4	$207K	Sell	3,449 -1,153	-25%	-$66.2K	0.12%	120
2025 Q3	$254K	Sell	4,602 -106	-2%	-$5.72K	0.14%	109
2025 Q2	$277K	Hold	4,708	–	–	0.17%	96
2025 Q1	$277K	Sell	4,708 -2	-0%	-$115	0.16%	101
2024 Q4	$376K	Buy	+4,710	New	+$394K	0.25%	62

Other funds holding EIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s EIX Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its Edison International (EIX) stake by 16% in Q2 2026, buying an estimated $39.2K and bringing the position to 4,051 shares worth $302K. The position accounts for 0.14% of the portfolio, ranked #126.

Aegis Wealth Management (Maryland) first reported a position in EIX in Q4 2024 and has held it in 7 quarters since. The position peaked at $376K in Q4 2024. 1,068 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

Aegis Wealth Management (Maryland) held 4,051 shares of Edison International worth $302K as of Q2 2026.
Aegis Wealth Management (Maryland) bought 549 Edison International shares in Q2 2026, an estimated $39.2K.
Edison International made up 0.14% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #126 holding.
Aegis Wealth Management (Maryland) first reported a position in Edison International in Q4 2024 and has held it in 7 quarters since.
Aegis Wealth Management (Maryland)'s Edison International position peaked at $376K in Q4 2024.
1,068 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.