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Cape Investment Advisory’s Edison International EIX Stock Holding History

Cape Investment Advisory’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 		$181K Buy
+2,430
New +$173K 0.05% 244
2026
Q1 		– Sell
-2,837
Closed -$170K – 476
2025
Q4 		$170K Buy
2,837
+593
+26% +$34K 0.05% 226
2025
Q3 		$124K Sell
2,244
-404
-15% -$21.8K 0.12% 142
2025
Q2 		$137K Buy
2,648
+3
+0.1% +$164 0.05% 226
2025
Q1 		$156K Sell
2,645
-87
-3% -$5K 0.06% 198
2024
Q4 		$218K Sell
2,732
-1,376
-33% -$115K 0.09% 164
2024
Q3 		$358K Buy
4,108
+5
+0.1% +$406 0.15% 114
2024
Q2 		$295K Sell
4,103
-443
-10% -$32.1K 0.13% 116
2024
Q1 		$322K Buy
4,546
+126
+3% +$8.61K 0.15% 106
2023
Q4 		$316K Buy
4,420
+535
+14% +$35.2K 0.15% 102
2023
Q3 		$246K Buy
3,885
+409
+12% +$28.5K 0.14% 111
2023
Q2 		$241K Buy
3,476
+133
+4% +$9.36K 0.13% 115
2023
Q1 		$236K Buy
+3,343
New +$226K 0.14% 104

Other funds holding EIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cape Investment Advisory's EIX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Edison International (EIX) in Q2 2026: 2,430 shares worth $181K. The stake represents 0.05% of the portfolio and ranks #244 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in EIX as recently as Q4 2025.

Cape Investment Advisory first reported a position in EIX in Q1 2023 and has held it in 13 quarters since. The position peaked at $358K in Q3 2024. 1,080 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

  • Cape Investment Advisory held 2,430 shares of Edison International worth $181K as of Q2 2026.
  • Edison International was a new Cape Investment Advisory position in Q2 2026.
  • Edison International made up 0.05% of Cape Investment Advisory's portfolio in Q2 2026, its #244 holding.
  • Cape Investment Advisory first reported a position in Edison International in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Edison International position peaked at $358K in Q3 2024.
  • 1,080 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.