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1620 Investment Advisors’s FirstEnergy FE Stock Holding History

1620 Investment Advisors’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3K Hold
238
– – 0.01% 477
2026
Q1 		$12.1K Hold
238
– – 0.01% 451
2025
Q4 		$10.7K Hold
238
– – 0.01% 458
2025
Q3 		$10.9K Hold
238
– – 0.01% 441
2025
Q2 		$9.58K Hold
238
– – 0.01% 462
2025
Q1 		$9.62K Sell
238
-18
-7% -$717 0.01% 452
2024
Q4 		$10.2K Hold
256
– – 0.01% 452
2024
Q3 		$11.4K Buy
256
+18
+8% +$758 0.01% 457
2024
Q2 		$9.11K Buy
+238
New +$9.23K 0.01% 459

Other funds holding FE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

1620 Investment Advisors's FE Position: Q2 2026 in Review

1620 Investment Advisors held its FirstEnergy (FE) position steady in Q2 2026 at 238 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #477.

1620 Investment Advisors first reported a position in FE in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.1K in Q1 2026. 176 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • 1620 Investment Advisors held 238 shares of FirstEnergy worth $11.3K as of Q2 2026.
  • 1620 Investment Advisors left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #477 holding.
  • 1620 Investment Advisors first reported a position in FirstEnergy in Q2 2024 and has held it in 9 quarters since.
  • 1620 Investment Advisors's FirstEnergy position peaked at $12.1K in Q1 2026.
  • 176 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.