Perigon Wealth Management’s Edison International EIX Stock Holding History

Perigon Wealth 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 Q3	$344K	Sell	6,395 -6,280	-50%	-$425K	0.01%	1075
2026 Q2	$944K	Buy	12,675 +288	+2%	+$20.5K	0.01%	616
2026 Q1	$906K	Sell	12,387 -1,426	-10%	-$96.1K	0.02%	566
2025 Q4	$829K	Buy	13,813 +5,420	+65%	+$311K	0.01%	604
2025 Q3	$464K	Buy	+8,393	New	+$453K	0.01%	770
2018 Q2	–	Sell	-782	Closed	-$50K	–	343
2018 Q1	$50K	Hold	782	–	–	0.02%	306
2017 Q4	$50K	Hold	782	–	–	0.02%	283
2017 Q3	$61K	Hold	782	–	–	0.02%	313
2017 Q2	$62K	Sell	782 -194	-20%	-$15.5K	0.01%	359
2017 Q1	$78K	Buy	976 +61	+7%	+$4.63K	0.02%	333
2016 Q4	$73K	Buy	915 +133	+17%	+$9.39K	0.02%	318
2016 Q3	$56K	Hold	782	–	–	0.01%	297
2016 Q2	$61K	Buy	+782	New	+$56.1K	0.02%	261

Other funds holding EIX

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Perigon Wealth Management's EIX Position: Q3 2026 in Review

Perigon Wealth Management reduced its Edison International (EIX) stake by 50% in Q3 2026, selling an estimated $425K and leaving 6,395 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #1075.

Perigon Wealth Management first reported a position in EIX in Q2 2016 and has held it in 13 quarters since. The position peaked at $944K in Q2 2026. 199 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

Perigon Wealth Management held 6,395 shares of Edison International worth $344K as of Q3 2026.
Perigon Wealth Management sold 6,280 Edison International shares in Q3 2026, an estimated $425K.
Edison International made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1075 holding.
Perigon Wealth Management first reported a position in Edison International in Q2 2016 and has held it in 13 quarters since.
Perigon Wealth Management's Edison International position peaked at $944K in Q2 2026.
199 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.