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CCM Investment Advisers’s FirstEnergy FE Stock Holding History

CCM Investment Advisers’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 		$3.41M Sell
71,707
-132,320
-65% -$6.28M 0.26% 60
2026
Q1 		$10.3M Sell
204,027
-100,457
-33% -$4.87M 0.99% 48
2025
Q4 		$13.6M Buy
304,484
+7,350
+2% +$338K 1.3% 38
2025
Q3 		$13.6M Buy
297,134
+3,021
+1% +$129K 1.34% 36
2025
Q2 		$11.8M Buy
294,113
+958
+0.3% +$39.5K 1.28% 42
2025
Q1 		$11.8M Sell
293,155
-5,602
-2% -$223K 1.45% 41
2024
Q4 		$11.9M Buy
298,757
+3,989
+1% +$167K 1.31% 38
2024
Q3 		$13.1M Buy
294,768
+4,604
+2% +$194K 1.46% 40
2024
Q2 		$11.1M Buy
290,164
+2,691
+0.9% +$104K 1.3% 42
2024
Q1 		$11.1M Buy
287,473
+18,328
+7% +$686K 1.33% 44
2023
Q4 		$9.87M Buy
+269,145
New +$9.74M 1.21% 47

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

CCM Investment Advisers's FE Position: Q2 2026 in Review

CCM Investment Advisers reduced its FirstEnergy (FE) stake by 65% in Q2 2026, selling an estimated $6.28M and leaving 71,707 shares worth $3.41M. The position accounts for 0.26% of the portfolio, ranked #60.

CCM Investment Advisers first reported a position in FE in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q4 2025. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • CCM Investment Advisers held 71,707 shares of FirstEnergy worth $3.41M as of Q2 2026.
  • CCM Investment Advisers sold 132,320 FirstEnergy shares in Q2 2026, an estimated $6.28M.
  • FirstEnergy made up 0.26% of CCM Investment Advisers's portfolio in Q2 2026, its #60 holding.
  • CCM Investment Advisers first reported a position in FirstEnergy in Q4 2023 and has held it in 11 quarters since.
  • CCM Investment Advisers's FirstEnergy position peaked at $13.6M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on CCM Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.