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Ategra Capital Management’s Edison International EIX Stock Holding History

Ategra Capital Management’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 		$2.75M Hold
36,930
– – 1.24% 20
2026
Q1 		$2.7M Hold
36,930
– – 1.34% 21
2025
Q4 		$2.22M Buy
+36,930
New +$2.12M 1.05% 23

Other funds holding EIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ategra Capital Management's EIX Position: Q2 2026 in Review

Ategra Capital Management held its Edison International (EIX) position steady in Q2 2026 at 36,930 shares worth $2.75M. The position accounts for 1.24% of the portfolio, ranked #20.

Ategra Capital Management first reported a position in EIX in Q4 2025 and has held it in 3 quarters since. 1,079 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

  • Ategra Capital Management held 36,930 shares of Edison International worth $2.75M as of Q2 2026.
  • Ategra Capital Management left its Edison International share count unchanged in Q2 2026.
  • Edison International made up 1.24% of Ategra Capital Management's portfolio in Q2 2026, its #20 holding.
  • Ategra Capital Management first reported a position in Edison International in Q4 2025 and has held it in 3 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Ategra Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.