Anchor Investment Management’s FirstEnergy FE Stock Holding History

Anchor Investment 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 Q1	$203K	Hold	4,000	–	–	0.02%	380
2025 Q4	$179K	Hold	4,000	–	–	0.01%	400
2025 Q3	$183K	Hold	4,000	–	–	0.02%	398
2025 Q2	$161K	Hold	4,000	–	–	0.01%	404
2025 Q1	$162K	Hold	4,000	–	–	0.02%	394
2024 Q4	$159K	Buy	4,000 +800	+25%	+$33.4K	0.01%	397
2024 Q3	$142K	Hold	3,200	–	–	0.01%	415
2024 Q2	$122K	Sell	3,200 -15	-0.5%	-$582	0.01%	412
2024 Q1	$124K	Sell	3,215 -85	-3%	-$3.18K	0.01%	422
2023 Q4	$121K	Hold	3,300	–	–	0.01%	424
2023 Q3	$113K	Buy	3,300 +400	+14%	+$14.9K	0.01%	409
2023 Q2	$113K	Sell	2,900 -200	-6%	-$7.85K	0.01%	409
2023 Q1	$124K	Sell	3,100 -2,000	-39%	-$80.8K	0.02%	406
2022 Q4	$214K	Hold	5,100	–	–	0.03%	328
2022 Q3	$189K	Hold	5,100	–	–	0.03%	348
2022 Q2	$196K	Sell	5,100 -3,696	-42%	-$158K	0.03%	353
2022 Q1	$403K	Buy	8,796 +143	+2%	+$6.05K	0.05%	273
2021 Q4	$360K	Buy	8,653 +1,104	+15%	+$42.6K	0.04%	298
2021 Q3	$269K	Buy	7,549 +4,603	+156%	+$175K	0.04%	314
2021 Q2	$110K	Buy	2,946 +1,004	+52%	+$37.3K	0.02%	446
2021 Q1	$67.4K	Buy	1,942 +304	+19%	+$9.93K	0.01%	477
2020 Q4	$50.1K	Sell	1,638 -245	-13%	-$7.34K	0.01%	465
2020 Q3	$54.1K	Sell	1,883 -896	-32%	-$28.1K	0.01%	427
2020 Q2	$108K	Buy	2,779 +3	+0.1%	+$124	0.02%	337
2020 Q1	$111K	Sell	2,776 -1,631	-37%	-$75.8K	0.03%	324
2019 Q4	$214K	Sell	4,407 -798	-15%	-$38.1K	0.05%	281
2019 Q3	$251K	Buy	5,205 +3	+0.1%	+$136	0.06%	255
2019 Q2	$223K	Buy	5,202 +3	+0.1%	+$126	0.05%	273
2019 Q1	$216K	Sell	5,199 -397	-7%	-$15.8K	0.05%	271
2018 Q4	$210K	Sell	5,596 -3,663	-40%	-$139K	0.06%	263
2018 Q3	$344K	Sell	9,259 -1,698	-15%	-$62K	0.08%	226
2018 Q2	$393K	Buy	10,957 +4	+0%	+$137	0.1%	211
2018 Q1	$373K	Sell	10,953 -97	-0.9%	-$3.12K	0.1%	214
2017 Q4	$338K	Sell	11,050 -1,100	-9%	-$35.7K	0.09%	216
2017 Q3	$375K	Buy	12,150 +1,300	+12%	+$40.9K	0.11%	194
2017 Q2	$316K	Buy	10,850 +100	+0.9%	+$2.97K	0.1%	190
2017 Q1	$342K	Hold	10,750	–	–	0.12%	176
2016 Q4	$333K	Hold	10,750	–	–	0.12%	168
2016 Q3	$356K	Hold	10,750	–	–	0.14%	163
2016 Q2	$375K	Buy	10,750 +4,750	+79%	+$161K	0.15%	158
2016 Q1	$216K	Buy	+6,000	New	+$202K	0.09%	197

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anchor Investment Management's FE Position: Q1 2026 in Review

Anchor Investment Management held its FirstEnergy (FE) position steady in Q1 2026 at 4,000 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #380.

Anchor Investment Management first reported a position in FE in Q1 2016 and has held it in 41 quarters since. The position peaked at $403K in Q1 2022. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Anchor Investment Management held 4,000 shares of FirstEnergy worth $203K as of Q1 2026.
Anchor Investment Management left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #380 holding.
Anchor Investment Management first reported a position in FirstEnergy in Q1 2016 and has held it in 41 quarters since.
Anchor Investment Management's FirstEnergy position peaked at $403K in Q1 2022.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.