Plan Group Financial’s Edison International EIX Stock Holding History

Plan Group Financial’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	$551K	Sell	7,403 -2,116	-22%	-$151K	0.11%	125
2026 Q1	$697K	Sell	9,519 -961	-9%	-$64.8K	0.16%	113
2025 Q4	$629K	Sell	10,480 -2,671	-20%	-$153K	0.16%	107
2025 Q3	$727K	Buy	13,151 +1,703	+15%	+$91.9K	0.2%	104
2025 Q2	$591K	Buy	11,448 +2,929	+34%	+$161K	0.19%	103
2025 Q1	$502K	Buy	8,519 +4,186	+97%	+$241K	0.18%	98
2024 Q4	$346K	Buy	4,333 +220	+5%	+$18.4K	0.18%	83
2024 Q3	$358K	Buy	+4,113	New	+$334K	0.19%	76

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

Plan Group Financial's EIX Position: Q2 2026 in Review

Plan Group Financial reduced its Edison International (EIX) stake by 22% in Q2 2026, selling an estimated $151K and leaving 7,403 shares worth $551K. The position accounts for 0.11% of the portfolio, ranked #125.

Plan Group Financial first reported a position in EIX in Q3 2024 and has held it in 8 quarters since. The position peaked at $727K in Q3 2025. 1,079 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

Plan Group Financial held 7,403 shares of Edison International worth $551K as of Q2 2026.
Plan Group Financial sold 2,116 Edison International shares in Q2 2026, an estimated $151K.
Edison International made up 0.11% of Plan Group Financial's portfolio in Q2 2026, its #125 holding.
Plan Group Financial first reported a position in Edison International in Q3 2024 and has held it in 8 quarters since.
Plan Group Financial's Edison International position peaked at $727K in Q3 2025.
1,079 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.