Callan Family Office’s FirstEnergy FE Stock Holding History

Callan Family Office’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	$1.27M	Sell	26,619 -1,353	-5%	-$64.2K	0.02%	531
2026 Q1	$1.42M	Sell	27,972 -26	-0.1%	-$1.26K	0.03%	457
2025 Q4	$1.25M	Buy	27,998 +20,675	+282%	+$949K	0.03%	477
2025 Q3	$336K	Sell	7,323 -1,537	-17%	-$65.6K	0.01%	662
2025 Q2	$357K	Buy	+8,860	New	+$366K	0.01%	712
2025 Q1	–	Sell	-5,292	Closed	-$211K	–	584
2024 Q4	$211K	Buy	+5,292	New	+$221K	0.01%	591

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 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

Callan Family Office's FE Position: Q2 2026 in Review

Callan Family Office reduced its FirstEnergy (FE) stake by 4.8% in Q2 2026, selling an estimated $64.2K and leaving 26,619 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #531.

Callan Family Office first reported a position in FE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.42M in Q1 2026. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Callan Family Office held 26,619 shares of FirstEnergy worth $1.27M as of Q2 2026.
Callan Family Office sold 1,353 FirstEnergy shares in Q2 2026, an estimated $64.2K.
FirstEnergy made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #531 holding.
Callan Family Office first reported a position in FirstEnergy in Q4 2024 and has held it in 6 quarters since.
Callan Family Office's FirstEnergy position peaked at $1.42M in Q1 2026.
922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.