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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Perigon Wealth Management's EIX Position: Q1 2026 in Review

Perigon Wealth Management reduced its Edison International (EIX) stake by 10% in Q1 2026, selling an estimated $96.1K and leaving 12,387 shares worth $906K. The position accounts for 0.02% of the portfolio, ranked #566.

Perigon Wealth Management first reported a position in EIX in Q2 2016 and has held it in 11 quarters since. 1,053 funds tracked by Wall St. Rank hold EIX as of Q1 2026.

Perigon Wealth Management held 12,387 shares of Edison International worth $906K as of Q1 2026.
Perigon Wealth Management sold 1,426 Edison International shares in Q1 2026, an estimated $96.1K.
Edison International made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #566 holding.
Perigon Wealth Management first reported a position in Edison International in Q2 2016 and has held it in 11 quarters since.
1,053 funds tracked by Wall St. Rank held Edison International as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.