Brinker Capital Investments’s FirstEnergy FE Stock Holding History

Brinker Capital Investments’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	$378K	Sell	7,953 -10,236	-56%	-$486K	﹤0.01%	1560
2026 Q1	$921K	Buy	18,189 +1,467	+9%	+$71.2K	0.01%	1156
2025 Q4	$749K	Buy	16,722 +3,046	+22%	+$140K	0.01%	1388
2025 Q3	$627K	Buy	13,676 +507	+4%	+$21.6K	﹤0.01%	1453
2025 Q2	$530K	Buy	13,169 +5,811	+79%	+$240K	﹤0.01%	1484
2025 Q1	$297K	Buy	7,358 +1,885	+34%	+$75.1K	﹤0.01%	1637
2024 Q4	$218K	Buy	+5,473	New	+$229K	﹤0.01%	1711
2020 Q4	–	Sell	-15,457	Closed	-$444K	–	1072
2020 Q3	$444K	Buy	+15,457	New	+$485K	0.01%	929
2015 Q2	–	Sell	-531	Closed	-$19K	–	423
2015 Q1	$19K	Buy	+531	New	+$19.9K	﹤0.01%	344

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $39B AUM 18.55% 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

Brinker Capital Investments's FE Position: Q2 2026 in Review

Brinker Capital Investments reduced its FirstEnergy (FE) stake by 56% in Q2 2026, selling an estimated $486K and leaving 7,953 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Brinker Capital Investments first reported a position in FE in Q1 2015 and has held it in 9 quarters since. The position peaked at $921K in Q1 2026. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Brinker Capital Investments held 7,953 shares of FirstEnergy worth $378K as of Q2 2026.
Brinker Capital Investments sold 10,236 FirstEnergy shares in Q2 2026, an estimated $486K.
FirstEnergy made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1560 holding.
Brinker Capital Investments first reported a position in FirstEnergy in Q1 2015 and has held it in 9 quarters since.
Brinker Capital Investments's FirstEnergy position peaked at $921K in Q1 2026.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.