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Bank of Stockton’s FirstEnergy FE Stock Holding History

Bank of Stockton’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 		– Sell
-6,578
Closed -$294K – 139
2025
Q4 		$294K Hold
6,578
– – 0.08% 119
2025
Q3 		$301K Sell
6,578
-435
-6% -$18.6K 0.09% 119
2025
Q2 		$282K Sell
7,013
-75
-1% -$3.1K 0.08% 119
2025
Q1 		$286K Sell
7,088
-400
-5% -$15.9K 0.09% 123
2024
Q4 		$298K Sell
7,488
-300
-4% -$12.5K 0.09% 121
2024
Q3 		$345K Sell
7,788
-347
-4% -$14.6K 0.1% 113
2024
Q2 		$311K Sell
8,135
-250
-3% -$9.7K 0.1% 110
2024
Q1 		$324K Sell
8,385
-215
-3% -$8.04K 0.1% 109
2023
Q4 		$318K Sell
8,600
-476
-5% -$17.2K 0.11% 106
2023
Q3 		$327K Buy
9,076
+33
+0.4% +$1.23K 0.12% 88
2023
Q2 		$352K Sell
9,043
-588
-6% -$23.1K 0.12% 87
2023
Q1 		$386K Sell
9,631
-539
-5% -$21.8K 0.13% 85
2022
Q4 		$427K Sell
10,170
-390
-4% -$15.2K 0.15% 82
2022
Q3 		$391K Buy
10,560
+1,495
+16% +$59.1K 0.15% 85
2022
Q2 		$348K Buy
+9,065
New +$387K 0.13% 88

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Stockton's FE Position: Q1 2026 in Review

Bank of Stockton sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 6,578 shares — an estimated $294K sold.

Bank of Stockton first reported a position in FE in Q2 2022 and held it in 15 quarters. The position peaked at $427K in Q4 2022. 927 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Bank of Stockton reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
  • Bank of Stockton sold 6,578 FirstEnergy shares in Q1 2026, an estimated $294K.
  • Bank of Stockton first reported a position in FirstEnergy in Q2 2022 and held it in 15 quarters.
  • Bank of Stockton's FirstEnergy position peaked at $427K in Q4 2022.
  • 927 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Bank of Stockton's 13F filing for Q1 2026, filed 29 Apr 2026.