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 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 $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brinker Capital Investments's FE Position: Q1 2026 in Review

Brinker Capital Investments increased its FirstEnergy (FE) stake by 8.8% in Q1 2026, buying an estimated $71.2K and bringing the position to 18,189 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #1156.

Brinker Capital Investments first reported a position in FE in Q1 2015 and has held it in 8 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Brinker Capital Investments held 18,189 shares of FirstEnergy worth $921K as of Q1 2026.
Brinker Capital Investments bought 1,467 FirstEnergy shares in Q1 2026, an estimated $71.2K.
FirstEnergy made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1156 holding.
Brinker Capital Investments first reported a position in FirstEnergy in Q1 2015 and has held it in 8 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.