Summit Global Investments’s Edison International EIX Stock Holding History

Summit Global Investments’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
2025 Q2	–	Sell	-13,166	Closed	-$776K	–	487
2025 Q1	$776K	Buy	13,166 +7,982	+154%	+$459K	0.06%	212
2024 Q4	$414K	Buy	5,184 +2,594	+100%	+$217K	0.03%	396
2024 Q3	$226K	Buy	+2,590	New	+$210K	0.01%	473
2018 Q4	–	Sell	-45,218	Closed	-$3.06M	–	266
2018 Q3	$3.06M	Sell	45,218 -46	-0.1%	-$3.08K	0.41%	66
2018 Q2	$2.86M	Buy	+45,264	New	+$2.82M	0.43%	65
2018 Q1	–	Sell	-78,830	Closed	-$4.99M	–	286
2017 Q4	$4.99M	Sell	78,830 -76,623	-49%	-$5.84M	0.77%	44
2017 Q3	$12M	Buy	155,453 +89,923	+137%	+$7.11M	1.88%	19
2017 Q2	$5.12M	Buy	65,530 +2,157	+3%	+$173K	1.53%	21
2017 Q1	$5.05M	Buy	63,373 +4,872	+8%	+$370K	1.64%	19
2016 Q4	$4.21M	Buy	+58,501	New	+$4.13M	1.53%	21

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Summit Global Investments's EIX Position: Q2 2025 in Review

Summit Global Investments sold out of Edison International (EIX) in Q2 2025, closing a stake of 13,166 shares — an estimated $776K sold.

Summit Global Investments first reported a position in EIX in Q4 2016 and held it in 10 quarters. The position peaked at $12M in Q3 2017. 870 funds tracked by Wall St. Rank hold EIX as of Q2 2025.

Summit Global Investments reported no remaining Edison International position as of Q2 2025 after selling out during the quarter.
Summit Global Investments sold 13,166 Edison International shares in Q2 2025, an estimated $776K.
Summit Global Investments first reported a position in Edison International in Q4 2016 and held it in 10 quarters.
Summit Global Investments's Edison International position peaked at $12M in Q3 2017.
870 funds tracked by Wall St. Rank held Edison International as of Q2 2025.

Based on Summit Global Investments's 13F filing for Q2 2025, filed 12 Aug 2025.