American Capital Advisory’s FirstEnergy FE Stock Holding History

American Capital Advisory’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	$1.33K	Buy	28 +4	+17%	+$190	﹤0.01%	727
2026 Q1	$1.22K	Buy	24 +14	+140%	+$679	﹤0.01%	638
2025 Q4	$448	Buy	10 +3	+43%	+$138	﹤0.01%	785
2025 Q3	$321	Buy	7 +2	+40%	+$85	﹤0.01%	785
2025 Q2	$202	Sell	5 -1	-17%	-$41	﹤0.01%	798
2025 Q1	$243	Buy	+6	New	+$239	﹤0.01%	688

Other funds holding FE

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

American Capital Advisory's FE Position: Q2 2026 in Review

American Capital Advisory increased its FirstEnergy (FE) stake by 17% in Q2 2026, buying an estimated $190 and bringing the position to 28 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

American Capital Advisory first reported a position in FE in Q1 2025 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold FE as of Q2 2026.

American Capital Advisory held 28 shares of FirstEnergy worth $1.33K as of Q2 2026.
American Capital Advisory bought 4 FirstEnergy shares in Q2 2026, an estimated $190.
FirstEnergy made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #727 holding.
American Capital Advisory first reported a position in FirstEnergy in Q1 2025 and has held it in 6 quarters since.
510 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.