Morningstar Investment Management’s Edison International EIX Stock Holding History

Morningstar Investment 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	$4.95M	Hold	67,602	–	–	0.31%	73
2026 Q1	$4.95M	Buy	67,602 +4,656	+7%	+$314K	0.31%	73
2025 Q4	$3.78M	Sell	62,946 -1,053	-2%	-$60.4K	0.22%	105
2025 Q3	$3.54M	Buy	+63,999	New	+$3.45M	0.13%	181
2025 Q1	–	Sell	-4,601	Closed	-$367K	–	122
2024 Q4	$367K	Buy	4,601 +156	+4%	+$13K	0.03%	145
2024 Q3	$376K	Sell	4,445 -973	-18%	-$79K	0.04%	152
2024 Q2	$389K	Hold	5,418	–	–	0.04%	142
2024 Q1	$383K	Hold	5,418	–	–	0.04%	141
2023 Q4	$387K	Sell	5,418 -219	-4%	-$14.4K	0.04%	136
2023 Q3	$357K	Hold	5,637	–	–	0.05%	114
2023 Q2	$391K	Hold	5,637	–	–	0.05%	113
2023 Q1	$398K	Sell	5,637 -423	-7%	-$28.6K	0.06%	65
2022 Q4	$386K	Buy	+6,060	New	+$372K	0.07%	67

Other funds holding EIX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aware Super Sydney, Australia $7.06B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Morningstar Investment Management's EIX Position: Q2 2026 in Review

Morningstar Investment Management held its Edison International (EIX) position steady in Q2 2026 at 67,602 shares worth $4.95M. The position accounts for 0.31% of the portfolio, ranked #73.

Morningstar Investment Management first reported a position in EIX in Q4 2022 and has held it in 13 quarters since. 380 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

Morningstar Investment Management held 67,602 shares of Edison International worth $4.95M as of Q2 2026.
Morningstar Investment Management left its Edison International share count unchanged in Q2 2026.
Edison International made up 0.31% of Morningstar Investment Management's portfolio in Q2 2026, its #73 holding.
Morningstar Investment Management first reported a position in Edison International in Q4 2022 and has held it in 13 quarters since.
380 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.