Atlas Capital Advisors’s FirstEnergy FE Stock Holding History

Atlas 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 Q1	$11.5K	Hold	227	–	–	﹤0.01%	789
2025 Q4	$10.2K	Buy	+227	New	+$10.4K	﹤0.01%	759
2020 Q3	–	Sell	-430	Closed	-$16.7K	–	404
2020 Q2	$16.7K	Hold	430	–	–	﹤0.01%	566
2020 Q1	$17.2K	Hold	430	–	–	0.01%	536
2019 Q4	$20.9K	Hold	430	–	–	0.01%	544
2019 Q3	$20.7K	Hold	430	–	–	0.01%	528
2019 Q2	$18.4K	Hold	430	–	–	0.01%	564
2019 Q1	$17.9K	Hold	430	–	–	0.01%	494
2018 Q4	$16.1K	Hold	430	–	–	0.01%	475
2018 Q3	$15.8K	Buy	430 +194	+82%	+$7.09K	0.01%	482
2018 Q2	$8.56K	Sell	236 -3,607	-94%	-$124K	﹤0.01%	475
2018 Q1	$131K	Buy	+3,843	New	+$123K	0.04%	319

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

Atlas Capital Advisors's FE Position: Q1 2026 in Review

Atlas Capital Advisors held its FirstEnergy (FE) position steady in Q1 2026 at 227 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Atlas Capital Advisors first reported a position in FE in Q1 2018 and has held it in 12 quarters since. The position peaked at $131K in Q1 2018. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Atlas Capital Advisors held 227 shares of FirstEnergy worth $11.5K as of Q1 2026.
Atlas Capital Advisors left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #789 holding.
Atlas Capital Advisors first reported a position in FirstEnergy in Q1 2018 and has held it in 12 quarters since.
Atlas Capital Advisors's FirstEnergy position peaked at $131K in Q1 2018.
924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.