Virtus Investment Advisers, LLC EIX EDISON INTERNATIONAL COMMON

Ownership history in Virtus Investment Advisers, LLC  ·  14 quarters on record

AI Ownership Summary

Virtus Investment Advisers, LLC reported EDISON INTERNATIONAL COMMON (EIX) in 14 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.67% in 2026 Q1. The latest visible filing shows EIX at 0.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Virtus Investment Advisers, LLC's position in EDISON INTERNATIONAL COMMON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EIX was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Virtus Investment Advisers, LLC held EIX — position size vs. price
% of Fund (quarterly)    EIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 32,966 +30,284 +1129.2% 0.67% $2.4M 2026-05-14 $70.73
2025 Q4 REDUCED 95.8% +23.7% 2,682 -61,151 -95.8% 0.04% $161K 2026-02-17 $70.57
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Virtus Investment Advisers, LLC and EIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Virtus Investment Advisers, LLC reported owning EIX?

Virtus Investment Advisers, LLC reported EIX across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported EIX position in Virtus Investment Advisers, LLC's portfolio?

The largest reported portfolio weight for EIX was 0.67% in 2026 Q1.

What is the latest reported EIX position on this page?

The most recent filing on this page is 2026 Q1, when Virtus Investment Advisers, LLC reported 32,966 shares, equal to 0.67% of portfolio, with an estimated market value of $2.4M.

What does the chart on this EIX ownership page compare?

The chart compares Virtus Investment Advisers, LLC's quarterly EIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Virtus Investment Advisers, LLC time their EIX position?

Based on 13F filing dates vs. subsequent EIX price moves, Virtus Investment Advisers, LLC correctly timed 5 out of 13 reported position changes (38%). The annualised alpha on EIX relative to SPY over the holding period was -7.2%.

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