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Capital Advisors Ltd’s Edison International EIX Stock Holding History

Capital Advisors Ltd’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 		$39K Hold
526
– – ﹤0.01% 558
2026
Q1 		$38K Hold
526
– – ﹤0.01% 553
2025
Q4 		$32K Sell
526
-5
-0.9% -$287 ﹤0.01% 570
2025
Q3 		$29K Buy
531
+248
+88% +$13.4K ﹤0.01% 574
2025
Q2 		$15K Sell
283
-14
-5% -$767 ﹤0.01% 689
2025
Q1 		$17K Sell
297
-1
-0.3% -$57 ﹤0.01% 643
2024
Q4 		$24K Hold
298
– – ﹤0.01% 588
2024
Q3 		$26K Hold
298
– – ﹤0.01% 568
2024
Q2 		$21K Sell
298
-1
-0.3% -$72 ﹤0.01% 591
2024
Q1 		$21K Buy
299
+6
+2% +$410 ﹤0.01% 577
2023
Q4 		$21K Sell
293
-9
-3% -$591 ﹤0.01% 557
2023
Q3 		$19K Sell
302
-24
-7% -$1.67K ﹤0.01% 563
2023
Q2 		$23K Buy
326
+276
+552% +$19.4K ﹤0.01% 540
2023
Q1 		$4K Sell
50
-253
-83% -$17.1K ﹤0.01% 736
2022
Q4 		$1K Buy
303
+270
+818% +$16.6K ﹤0.01% 982
2022
Q3 		$2K Buy
33
+19
+136% +$1.26K ﹤0.01% 832
2022
Q2 		$1K Buy
14
+3
+27% +$203 ﹤0.01% 768
2022
Q1 		$1K Buy
11
+4
+57% +$255 ﹤0.01% 702
2021
Q4 		$0 Buy
+7
New +$444 ﹤0.01% 845

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Capital Advisors Ltd's EIX Position: Q2 2026 in Review

Capital Advisors Ltd held its Edison International (EIX) position steady in Q2 2026 at 526 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Capital Advisors Ltd first reported a position in EIX in Q4 2021 and has held it in 19 quarters since. 1,071 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

  • Capital Advisors Ltd held 526 shares of Edison International worth $39K as of Q2 2026.
  • Capital Advisors Ltd left its Edison International share count unchanged in Q2 2026.
  • Edison International made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #558 holding.
  • Capital Advisors Ltd first reported a position in Edison International in Q4 2021 and has held it in 19 quarters since.
  • 1,071 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.