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Poinciana Advisors Group’s Edison International EIX Stock Holding History

Poinciana Advisors Group’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 		– Sell
-4,339
Closed -$318K – 127
2026
Q1 		$318K Buy
4,339
+533
+14% +$35.9K 0.25% 73
2025
Q4 		$228K Buy
+3,806
New +$218K 0.18% 117
2025
Q2 		– Sell
-4,220
Closed -$249K – 133
2025
Q1 		$249K Buy
+4,220
New +$243K 0.26% 68

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Poinciana Advisors Group's EIX Position: Q2 2026 in Review

Poinciana Advisors Group sold out of Edison International (EIX) in Q2 2026, closing a stake of 4,339 shares — an estimated $318K sold.

Poinciana Advisors Group first reported a position in EIX in Q1 2025 and held it in 3 quarters. The position peaked at $318K in Q1 2026. 604 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

  • Poinciana Advisors Group reported no remaining Edison International position as of Q2 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 4,339 Edison International shares in Q2 2026, an estimated $318K.
  • Poinciana Advisors Group first reported a position in Edison International in Q1 2025 and held it in 3 quarters.
  • Poinciana Advisors Group's Edison International position peaked at $318K in Q1 2026.
  • 604 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.