Aspect Partners’s FirstEnergy FE Stock Holding History

Aspect Partners’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 Q3	$1.3K	Hold	30	–	–	﹤0.01%	552
2026 Q2	$1.43K	Hold	30	–	–	﹤0.01%	539
2026 Q1	$1.52K	Hold	30	–	–	﹤0.01%	539
2025 Q4	$1.34K	Buy	30 +14	+88%	+$643	﹤0.01%	610
2025 Q3	$733	Hold	16	–	–	﹤0.01%	666
2025 Q2	$644	Hold	16	–	–	﹤0.01%	550
2025 Q1	$647	Hold	16	–	–	﹤0.01%	528
2024 Q4	$636	Hold	16	–	–	﹤0.01%	545
2024 Q3	$710	Hold	16	–	–	﹤0.01%	503
2024 Q2	$612	Hold	16	–	–	﹤0.01%	519
2024 Q1	$618	Hold	16	–	–	﹤0.01%	509
2023 Q4	$587	Buy	+16	New	+$579	﹤0.01%	499

Other funds holding FE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Aspect Partners's FE Position: Q3 2026 in Review

Aspect Partners held its FirstEnergy (FE) position steady in Q3 2026 at 30 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Aspect Partners first reported a position in FE in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.52K in Q1 2026. 191 funds tracked by Wall St. Rank hold FE as of Q3 2026.

Aspect Partners held 30 shares of FirstEnergy worth $1.3K as of Q3 2026.
Aspect Partners left its FirstEnergy share count unchanged in Q3 2026.
FirstEnergy made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #552 holding.
Aspect Partners first reported a position in FirstEnergy in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's FirstEnergy position peaked at $1.52K in Q1 2026.
191 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.