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Summit Trail Advisors’s Edison International EIX Stock Holding History

Summit Trail Advisors’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 		$738K Buy
10,086
+2,821
+39% +$190K 0.01% 1039
2025
Q4 		$436K Buy
7,265
+647
+10% +$37.1K 0.01% 1115
2025
Q3 		$366K Sell
6,618
-733
-10% -$39.5K 0.01% 1155
2025
Q2 		$379K Buy
+7,351
New +$403K 0.01% 829
2018
Q1 		– Sell
-1,147
Closed -$72K – 790
2017
Q4 		$72K Buy
+1,147
New +$87.5K 0.01% 718

Other funds holding EIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Trail Advisors's EIX Position: Q1 2026 in Review

Summit Trail Advisors increased its Edison International (EIX) stake by 39% in Q1 2026, buying an estimated $190K and bringing the position to 10,086 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #1039.

Summit Trail Advisors first reported a position in EIX in Q4 2017 and has held it in 5 quarters since. 1,053 funds tracked by Wall St. Rank hold EIX as of Q1 2026.

  • Summit Trail Advisors held 10,086 shares of Edison International worth $738K as of Q1 2026.
  • Summit Trail Advisors bought 2,821 Edison International shares in Q1 2026, an estimated $190K.
  • Edison International made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1039 holding.
  • Summit Trail Advisors first reported a position in Edison International in Q4 2017 and has held it in 5 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Edison International as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.