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Blue Trust Inc’s FirstEnergy FE Stock Holding History

Blue Trust Inc’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 		$21.9K Buy
460
+65
+16% +$3.09K ﹤0.01% 1633
2026
Q1 		$20K Sell
395
-1,193
-75% -$57.9K ﹤0.01% 1645
2025
Q4 		$71.1K Sell
1,588
-495
-24% -$22.7K ﹤0.01% 1213
2025
Q3 		$95.4K Buy
2,083
+71
+4% +$3.03K ﹤0.01% 1084
2025
Q2 		$81K Sell
2,012
-138
-6% -$5.69K ﹤0.01% 1139
2025
Q1 		$86.9K Buy
2,150
+42
+2% +$1.67K ﹤0.01% 1058
2024
Q4 		$83.8K Sell
2,108
-2,033
-49% -$85K ﹤0.01% 1009
2024
Q3 		$158K Buy
4,141
+3,115
+304% +$131K ﹤0.01% 984
2024
Q2 		$39.6K Buy
1,026
+730
+247% +$28.3K ﹤0.01% 1352
2024
Q1 		$11.4K Sell
296
-738
-71% -$27.6K ﹤0.01% 1408
2023
Q4 		$35K Buy
1,034
+792
+327% +$28.7K ﹤0.01% 1070
2023
Q3 		$10K Sell
242
-34
-12% -$1.26K ﹤0.01% 1403
2023
Q2 		$11K Sell
276
-161
-37% -$6.32K ﹤0.01% 1271
2023
Q1 		$19K Hold
437
– – ﹤0.01% 1376
2022
Q4 		$17K Buy
437
+210
+93% +$8.21K ﹤0.01% 1345
2022
Q3 		$9K Buy
227
+126
+125% +$4.98K ﹤0.01% 1370
2022
Q2 		$5K Buy
+101
New +$4.31K ﹤0.01% 1428

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Blue Trust Inc's FE Position: Q2 2026 in Review

Blue Trust Inc increased its FirstEnergy (FE) stake by 16% in Q2 2026, buying an estimated $3.09K and bringing the position to 460 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Blue Trust Inc first reported a position in FE in Q2 2022 and has held it in 17 quarters since. The position peaked at $158K in Q3 2024. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Blue Trust Inc held 460 shares of FirstEnergy worth $21.9K as of Q2 2026.
  • Blue Trust Inc bought 65 FirstEnergy shares in Q2 2026, an estimated $3.09K.
  • FirstEnergy made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1633 holding.
  • Blue Trust Inc first reported a position in FirstEnergy in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's FirstEnergy position peaked at $158K in Q3 2024.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.