Cerity Partners
FE icon

Cerity Partners’s FirstEnergy FE Stock Holding History

Cerity Partners’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 		$6.78M Buy
142,660
+7,528
+6% +$357K 0.01% 962
2026
Q1 		$6.85M Sell
135,132
-168,901
-56% -$8.19M 0.01% 873
2025
Q4 		$13.6M Sell
304,033
-61,022
-17% -$2.8M 0.02% 525
2025
Q3 		$16.7M Buy
365,055
+1,927
+0.5% +$82.3K 0.03% 416
2025
Q2 		$14.6M Buy
363,128
+4,100
+1% +$169K 0.03% 425
2025
Q1 		$14.5M Buy
359,028
+80,802
+29% +$3.22M 0.03% 405
2024
Q4 		$11.4M Buy
278,226
+2,544
+0.9% +$106K 0.02% 448
2024
Q3 		$12.2M Buy
275,682
+18,847
+7% +$793K 0.03% 437
2024
Q2 		$9.83M Buy
256,835
+180,210
+235% +$6.99M 0.03% 425
2024
Q1 		$2.96M Sell
76,625
-28
-0% -$1.05K 0.01% 818
2023
Q4 		$2.81M Buy
76,653
+24,953
+48% +$903K 0.01% 671
2023
Q3 		$1.77M Sell
51,700
-10,763
-17% -$400K 0.01% 608
2023
Q2 		$2.43M Buy
62,463
+52,625
+535% +$2.06M 0.01% 672
2023
Q1 		$1.11M Buy
9,838
+379
+4% +$15.3K ﹤0.01% 935
2022
Q4 		$397K Buy
9,459
+2,800
+42% +$109K ﹤0.01% 1044
2022
Q3 		$246K Buy
+6,659
New +$263K ﹤0.01% 977
2022
Q2 		– Sell
-6,187
Closed -$283K – 1204
2022
Q1 		$283K Sell
6,187
-116
-2% -$4.91K ﹤0.01% 744
2021
Q4 		$262K Buy
6,303
+531
+9% +$20.5K ﹤0.01% 823
2021
Q3 		$206K Buy
5,772
+5
+0.1% +$190 ﹤0.01% 642
2021
Q2 		$215K Sell
5,767
-128
-2% -$4.76K ﹤0.01% 663
2021
Q1 		$204K Buy
+5,895
New +$193K ﹤0.01% 659

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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

Cerity Partners's FE Position: Q2 2026 in Review

Cerity Partners increased its FirstEnergy (FE) stake by 5.6% in Q2 2026, buying an estimated $357K and bringing the position to 142,660 shares worth $6.78M. The position accounts for 0.01% of the portfolio, ranked #962.

Cerity Partners first reported a position in FE in Q1 2021 and has held it in 21 quarters since. The position peaked at $16.7M in Q3 2025. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Cerity Partners held 142,660 shares of FirstEnergy worth $6.78M as of Q2 2026.
  • Cerity Partners bought 7,528 FirstEnergy shares in Q2 2026, an estimated $357K.
  • FirstEnergy made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #962 holding.
  • Cerity Partners first reported a position in FirstEnergy in Q1 2021 and has held it in 21 quarters since.
  • Cerity Partners's FirstEnergy position peaked at $16.7M in Q3 2025.
  • 931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.