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 Q2	$63.9K	Buy	1,345 +1,118	+493%	+$53.1K	0.01%	672
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 $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

Atlas Capital Advisors's FE Position: Q2 2026 in Review

Atlas Capital Advisors increased its FirstEnergy (FE) stake by 493% in Q2 2026, buying an estimated $53.1K and bringing the position to 1,345 shares worth $63.9K. The position accounts for 0.01% of the portfolio, ranked #672.

Atlas Capital Advisors first reported a position in FE in Q1 2018 and has held it in 13 quarters since. The position peaked at $131K in Q1 2018. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Atlas Capital Advisors held 1,345 shares of FirstEnergy worth $63.9K as of Q2 2026.
Atlas Capital Advisors bought 1,118 FirstEnergy shares in Q2 2026, an estimated $53.1K.
FirstEnergy made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #672 holding.
Atlas Capital Advisors first reported a position in FirstEnergy in Q1 2018 and has held it in 13 quarters since.
Atlas Capital Advisors's FirstEnergy position peaked at $131K in Q1 2018.
930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.