Alpha Family Trust’s FirstEnergy FE Stock Holding History

Alpha Family Trust’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	$258K	Hold	5,435	–	–	0.1%	163
2026 Q1	$275K	Hold	5,435	–	–	0.13%	146
2025 Q4	$243K	Hold	5,435	–	–	0.11%	162
2025 Q3	$249K	Hold	5,435	–	–	0.12%	153
2025 Q2	$219K	Hold	5,435	–	–	0.11%	175
2025 Q1	$220K	Hold	5,435	–	–	0.13%	152
2024 Q4	$216K	Hold	5,435	–	–	0.12%	146
2024 Q3	$241K	Hold	5,435	–	–	0.13%	136
2024 Q2	$208K	Hold	5,435	–	–	0.12%	143
2024 Q1	$210K	Buy	+5,435	New	+$203K	0.13%	142

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $39B AUM 18.55% 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

Alpha Family Trust's FE Position: Q2 2026 in Review

Alpha Family Trust held its FirstEnergy (FE) position steady in Q2 2026 at 5,435 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #163.

Alpha Family Trust first reported a position in FE in Q1 2024 and has held it in 10 quarters since. The position peaked at $275K in Q1 2026. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Alpha Family Trust held 5,435 shares of FirstEnergy worth $258K as of Q2 2026.
Alpha Family Trust left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up 0.1% of Alpha Family Trust's portfolio in Q2 2026, its #163 holding.
Alpha Family Trust first reported a position in FirstEnergy in Q1 2024 and has held it in 10 quarters since.
Alpha Family Trust's FirstEnergy position peaked at $275K in Q1 2026.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.