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

EIX ranks #426 out of 37696 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.

Y-Intercept has added to its EIX position for two straight quarters, increasing it by $9.4M to reach $13.9M today.

Mn Services Vermogensbeheer B.V. has trimmed its EIX position for two straight quarters, cutting it by $4.9M while still holding $6.0M.

EIX is up 0.5% today, and institutions have been net buyers of $4.8B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

EIX posted net income of $3.6B over the trailing twelve months, and currently trades at a P/E of 6.1.

• 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