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Legacy Financial Advisors’s Edison International EIX Stock Holding History

Legacy Financial 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 		$611K Buy
8,212
+35
+0.4% +$2.5K 0.07% 212
2026
Q1 		$598K Buy
8,177
+1,742
+27% +$117K 0.08% 198
2025
Q4 		$386K Buy
+6,435
New +$369K 0.05% 266

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

Legacy Financial Advisors's EIX Position: Q2 2026 in Review

Legacy Financial Advisors increased its Edison International (EIX) stake by 0.43% in Q2 2026, buying an estimated $2.5K and bringing the position to 8,212 shares worth $611K. The position accounts for 0.07% of the portfolio, ranked #212.

Legacy Financial Advisors first reported a position in EIX in Q4 2025 and has held it in 3 quarters since. 1,077 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

  • Legacy Financial Advisors held 8,212 shares of Edison International worth $611K as of Q2 2026.
  • Legacy Financial Advisors bought 35 Edison International shares in Q2 2026, an estimated $2.5K.
  • Edison International made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #212 holding.
  • Legacy Financial Advisors first reported a position in Edison International in Q4 2025 and has held it in 3 quarters since.
  • 1,077 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.