Capital Performance Advisors’s Edison International EIX Stock Holding History

Capital Performance Advisors’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	–	Sell	-9,488	Closed	-$694K	–	369
2026 Q1	$694K	Buy	9,488 +979	+12%	+$66K	0.05%	168
2025 Q4	$511K	Buy	8,509 +3,918	+85%	+$225K	0.04%	212
2025 Q3	$254K	Sell	4,591 -250	-5%	-$13.5K	0.04%	256
2025 Q2	$250K	Buy	4,841 +641	+15%	+$35.1K	0.05%	197
2025 Q1	$247K	Buy	+4,200	New	+$241K	0.05%	197
2024 Q4	–	Sell	-473	Closed	-$41.2K	–	916
2024 Q3	$41.2K	Buy	+473	New	+$38.4K	0.01%	402

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

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

Capital Performance Advisors sold out of Edison International (EIX) in Q2 2026, closing a stake of 9,488 shares — an estimated $694K sold.

Capital Performance Advisors first reported a position in EIX in Q3 2024 and held it in 6 quarters. The position peaked at $694K in Q1 2026. 1,076 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

Capital Performance Advisors reported no remaining Edison International position as of Q2 2026 after selling out during the quarter.
Capital Performance Advisors sold 9,488 Edison International shares in Q2 2026, an estimated $694K.
Capital Performance Advisors first reported a position in Edison International in Q3 2024 and held it in 6 quarters.
Capital Performance Advisors's Edison International position peaked at $694K in Q1 2026.
1,076 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

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