Advisors Capital Management’s FirstEnergy FE Stock Holding History

Advisors Capital Management’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	$358K	Buy	7,524 +178	+2%	+$8.45K	﹤0.01%	492
2026 Q1	$372K	Buy	7,346 +1,458	+25%	+$70.7K	﹤0.01%	449
2025 Q4	$264K	Buy	5,888 +376	+7%	+$17.3K	﹤0.01%	510
2025 Q3	$253K	Buy	5,512 +177	+3%	+$7.56K	﹤0.01%	496
2025 Q2	$215K	Sell	5,335 -15	-0.3%	-$619	﹤0.01%	491
2025 Q1	$216K	Sell	5,350 -405	-7%	-$16.1K	﹤0.01%	488
2024 Q4	$229K	Sell	5,755 -430	-7%	-$18K	﹤0.01%	486
2024 Q3	$274K	Sell	6,185 -1,785	-22%	-$75.1K	﹤0.01%	444
2024 Q2	$305K	Buy	+7,970	New	+$309K	0.01%	416
2013 Q3	–	Sell	-12,130	Closed	-$453K	–	144
2013 Q2	$453K	Buy	+12,130	New	+$510K	0.1%	141

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Advisors Capital Management's FE Position: Q2 2026 in Review

Advisors Capital Management increased its FirstEnergy (FE) stake by 2.4% in Q2 2026, buying an estimated $8.45K and bringing the position to 7,524 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Advisors Capital Management first reported a position in FE in Q2 2013 and has held it in 10 quarters since. The position peaked at $453K in Q2 2013. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Advisors Capital Management held 7,524 shares of FirstEnergy worth $358K as of Q2 2026.
Advisors Capital Management bought 178 FirstEnergy shares in Q2 2026, an estimated $8.45K.
FirstEnergy made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #492 holding.
Advisors Capital Management first reported a position in FirstEnergy in Q2 2013 and has held it in 10 quarters since.
Advisors Capital Management's FirstEnergy position peaked at $453K in Q2 2013.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.