Bearing Point Capital’s FirstEnergy FE Stock Holding History

Bearing Point Capital’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	$670K	Hold	14,095	–	–	0.09%	128
2026 Q1	$714K	Hold	14,095	–	–	0.11%	110
2025 Q4	$631K	Hold	14,095	–	–	0.1%	127
2025 Q3	$646K	Hold	14,095	–	–	0.11%	111
2025 Q2	$567K	Buy	14,095 +95	+0.7%	+$3.92K	0.1%	114
2025 Q1	$566K	Buy	14,000 +3,700	+36%	+$147K	0.12%	116
2024 Q4	$410K	Buy	+10,300	New	+$431K	0.09%	132

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

Bearing Point Capital's FE Position: Q2 2026 in Review

Bearing Point Capital held its FirstEnergy (FE) position steady in Q2 2026 at 14,095 shares worth $670K. The position accounts for 0.09% of the portfolio, ranked #128.

Bearing Point Capital first reported a position in FE in Q4 2024 and has held it in 7 quarters since. The position peaked at $714K in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Bearing Point Capital held 14,095 shares of FirstEnergy worth $670K as of Q2 2026.
Bearing Point Capital left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up 0.09% of Bearing Point Capital's portfolio in Q2 2026, its #128 holding.
Bearing Point Capital first reported a position in FirstEnergy in Q4 2024 and has held it in 7 quarters since.
Bearing Point Capital's FirstEnergy position peaked at $714K in Q1 2026.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.