Edison International (EIX) Quarterly Institutional 13F Update (Q2 2026)

EIX ranks #424 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

EIX is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.5% of that fund's own 13F portfolio.

EIX is a top-conviction position for ATLAS Infrastructure Partners — at 8.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in EIX belongs to BlackRock, Inc., but the position matters far more to ATLAS Infrastructure Partners, who has 8.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

State Street has added to its EIX position for two straight quarters, increasing it by $702.0M to reach $2.7B today.

David Shaw has trimmed its EIX position for two straight quarters, cutting it by $113.9M while still holding $23.7M.

EIX is down 6.1% today, but institutions show net buying of $4.7B this quarter — a divergence between today's price move and the underlying institutional flow.

EIX posted net income of $3.6B over the trailing twelve months, and currently trades at a P/E of 6.0.

• Profitable — net income of $3.6B over the trailing twelve months
• Revenue grew 13.1% year over year
• Net income improved year over year, from $2.7B to $3.6B
• Generated $5.8B in positive operating cash flow
• Current ratio of 0.73x — below the conventional 1.5x liquidity buffer
• Liabilities run 4.25x equity — a highly leveraged balance sheet worth noting