Annis Gardner Whiting Capital Advisors’s FirstEnergy FE Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-276	Closed	-$14K	–	642
2026 Q1	$14K	Sell	276 -1	-0.4%	-$49	﹤0.01%	814
2025 Q4	$12.4K	Buy	277 +188	+211%	+$8.63K	﹤0.01%	729
2025 Q3	$4.08K	Sell	89 -575	-87%	-$24.5K	﹤0.01%	811
2025 Q2	$26.7K	Buy	664 +590	+797%	+$24.3K	0.01%	511
2025 Q1	$2.99K	Buy	74 +31	+72%	+$1.23K	﹤0.01%	664
2024 Q4	$1.71K	Sell	43 -44	-51%	-$1.84K	﹤0.01%	698
2024 Q3	$3.86K	Hold	87	–	–	﹤0.01%	659
2024 Q2	$3.33K	Hold	87	–	–	﹤0.01%	815
2024 Q1	$3.36K	Buy	87 +3	+4%	+$112	﹤0.01%	803
2023 Q4	$3.08K	Hold	84	–	–	﹤0.01%	592
2023 Q3	$2.87K	Buy	+84	New	+$3.13K	﹤0.01%	584

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

Annis Gardner Whiting Capital Advisors's FE Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 276 shares — an estimated $14K sold.

Annis Gardner Whiting Capital Advisors first reported a position in FE in Q3 2023 and held it in 11 quarters. The position peaked at $26.7K in Q2 2025. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 276 FirstEnergy shares in Q2 2026, an estimated $14K.
Annis Gardner Whiting Capital Advisors first reported a position in FirstEnergy in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's FirstEnergy position peaked at $26.7K in Q2 2025.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.