BFIM
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Beese Fulmer Investment Management’s FirstEnergy FE Stock Holding History

Beese Fulmer Investment Management’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 		$506K Buy
10,649
+1,423
+15% +$67.6K 0.03% 213
2026
Q1 		$467K Buy
9,226
+3,298
+56% +$160K 0.03% 214
2025
Q4 		$265K Sell
5,928
-4,875
-45% -$224K 0.02% 318
2025
Q3 		$495K Buy
10,803
+4
+0% +$171 0.03% 187
2025
Q2 		$435K Buy
10,799
+1,145
+12% +$47.2K 0.03% 197
2025
Q1 		$390K Hold
9,654
– – 0.03% 176
2024
Q4 		$384K Buy
9,654
+600
+7% +$25.1K 0.03% 169
2024
Q3 		$402K Buy
9,054
+43
+0.5% +$1.81K 0.03% 170
2024
Q2 		$345K Hold
9,011
– – 0.03% 175
2024
Q1 		$348K Sell
9,011
-900
-9% -$33.7K 0.03% 177
2023
Q4 		$363K Sell
9,911
-200
-2% -$7.24K 0.04% 171
2023
Q3 		$346K Sell
10,111
-940
-9% -$35K 0.04% 168
2023
Q2 		$430K Sell
11,051
-350
-3% -$13.7K 0.05% 156
2023
Q1 		$457K Sell
11,401
-100
-0.9% -$4.04K 0.05% 157
2022
Q4 		$482K Sell
11,501
-50
-0.4% -$1.96K 0.06% 155
2022
Q3 		$427K Sell
11,551
-400
-3% -$15.8K 0.06% 152
2022
Q2 		$459K Buy
11,951
+750
+7% +$32K 0.06% 152
2022
Q1 		$514K Buy
11,201
+540
+5% +$22.8K 0.06% 155
2021
Q4 		$443K Sell
10,661
-86
-0.8% -$3.32K 0.05% 164
2021
Q3 		$383K Hold
10,747
– – 0.04% 170
2021
Q2 		$400K Sell
10,747
-2,074
-16% -$77.1K 0.05% 161
2021
Q1 		$445K Buy
12,821
+1,231
+11% +$40.2K 0.05% 152
2020
Q4 		$355K Sell
11,590
-1,177
-9% -$35.3K 0.05% 155
2020
Q3 		$367K Buy
12,767
+225
+2% +$7.06K 0.05% 143
2020
Q2 		$486K Sell
12,542
-1,118
-8% -$46.2K 0.07% 130
2020
Q1 		$547K Sell
13,660
-95
-0.7% -$4.42K 0.1% 124
2019
Q4 		$668K Sell
13,755
-202
-1% -$9.65K 0.09% 120
2019
Q3 		$673K Sell
13,957
-1,050
-7% -$47.5K 0.1% 119
2019
Q2 		$642K Buy
15,007
+325
+2% +$13.7K 0.12% 107
2019
Q1 		$611K Hold
14,682
– – 0.12% 106
2018
Q4 		$551K Hold
14,682
– – 0.12% 103
2018
Q3 		$546K Buy
14,682
+985
+7% +$36K 0.11% 109
2018
Q2 		$492K Buy
13,697
+1,800
+15% +$61.7K 0.1% 113
2018
Q1 		$405K Sell
11,897
-200
-2% -$6.42K 0.09% 117
2017
Q4 		$370K Sell
12,097
-8,100
-40% -$263K 0.08% 122
2017
Q3 		$623K Sell
20,197
-750
-4% -$23.6K 0.14% 102
2017
Q2 		$611K Sell
20,947
-300
-1% -$8.91K 0.15% 103
2017
Q1 		$676K Hold
21,247
– – 0.16% 100
2016
Q4 		$658K Buy
21,247
+1,680
+9% +$53.8K 0.17% 101
2016
Q3 		$647K Sell
19,567
-663
-3% -$22.5K 0.17% 101
2016
Q2 		$706K Sell
20,230
-362
-2% -$12.3K 0.2% 95
2016
Q1 		$723K Sell
20,592
-583
-3% -$19.6K 0.21% 97
2015
Q4 		$672K Sell
21,175
-400
-2% -$12.6K 0.21% 94
2015
Q3 		$676K Sell
21,575
-250
-1% -$8.18K 0.22% 90
2015
Q2 		$710K Sell
21,825
-4,250
-16% -$149K 0.23% 87
2015
Q1 		$914K Sell
26,075
-400
-2% -$15K 0.31% 75
2014
Q4 		$1.03M Sell
26,475
-3,166
-11% -$116K 0.32% 79
2014
Q3 		$995K Buy
29,641
+418
+1% +$13.8K 0.32% 78
2014
Q2 		$1.01M Buy
29,223
+307
+1% +$10.3K 0.33% 78
2014
Q1 		$984K Sell
28,916
-400
-1% -$12.6K 0.34% 75
2013
Q4 		$967K Sell
29,316
-4,050
-12% -$143K 0.34% 75
2013
Q3 		$1.22M Sell
33,366
-200
-0.6% -$7.51K 0.48% 60
2013
Q2 		$1.25M Buy
+33,566
New +$1.41M 0.54% 57

Other funds holding FE

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Beese Fulmer Investment Management's FE Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its FirstEnergy (FE) stake by 15% in Q2 2026, buying an estimated $67.6K and bringing the position to 10,649 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #213.

Beese Fulmer Investment Management first reported a position in FE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.25M in Q2 2013. 316 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Beese Fulmer Investment Management held 10,649 shares of FirstEnergy worth $506K as of Q2 2026.
  • Beese Fulmer Investment Management bought 1,423 FirstEnergy shares in Q2 2026, an estimated $67.6K.
  • FirstEnergy made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #213 holding.
  • Beese Fulmer Investment Management first reported a position in FirstEnergy in Q2 2013 and has held it in 53 quarters since.
  • Beese Fulmer Investment Management's FirstEnergy position peaked at $1.25M in Q2 2013.
  • 316 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.