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Byrne Asset Management’s FirstEnergy FE Stock Holding History

Byrne Asset 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
Q3 		$6.16K Buy
142
+12
+9% +$564 ﹤0.01% 506
2026
Q2 		$6.18K Buy
+130
New +$6.17K ﹤0.01% 480
2025
Q3 		– Sell
-120
Closed -$4.83K – 575
2025
Q2 		$4.83K Buy
+120
New +$4.95K ﹤0.01% 457

Other funds holding FE

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Byrne Asset Management's FE Position: Q3 2026 in Review

Byrne Asset Management increased its FirstEnergy (FE) stake by 9.2% in Q3 2026, buying an estimated $564 and bringing the position to 142 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Byrne Asset Management first reported a position in FE in Q2 2025 and has held it in 3 quarters since. The position peaked at $6.18K in Q2 2026. 30 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Byrne Asset Management held 142 shares of FirstEnergy worth $6.16K as of Q3 2026.
  • Byrne Asset Management bought 12 FirstEnergy shares in Q3 2026, an estimated $564.
  • FirstEnergy made up ﹤0.01% of Byrne Asset Management's portfolio in Q3 2026, its #506 holding.
  • Byrne Asset Management first reported a position in FirstEnergy in Q2 2025 and has held it in 3 quarters since.
  • Byrne Asset Management's FirstEnergy position peaked at $6.18K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.