CCA
FE icon

Checchi Capital Advisers’s FirstEnergy FE Stock Holding History

Checchi Capital 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 		$267K Sell
5,617
-1,417
-20% -$67.3K 0.01% 514
2026
Q1 		$356K Buy
7,034
+1,312
+23% +$63.6K 0.02% 429
2025
Q4 		$256K Buy
5,722
+56
+1% +$2.57K 0.01% 471
2025
Q3 		$260K Buy
5,666
+359
+7% +$15.3K 0.01% 475
2025
Q2 		$214K Sell
5,307
-952
-15% -$39.3K 0.01% 545
2025
Q1 		$253K Buy
6,259
+370
+6% +$14.7K 0.01% 499
2024
Q4 		$234K Buy
5,889
+516
+10% +$21.6K 0.01% 506
2024
Q3 		$238K Sell
5,373
-40
-0.7% -$1.68K 0.01% 507
2024
Q2 		$207K Buy
+5,413
New +$210K 0.01% 531
2023
Q3 		– Sell
-5,663
Closed -$220K – 556
2023
Q2 		$220K Buy
5,663
+17
+0.3% +$667 0.02% 514
2023
Q1 		$226K Buy
5,646
+303
+6% +$12.2K 0.02% 503
2022
Q4 		$224K Sell
5,343
-678
-11% -$26.5K 0.02% 489
2022
Q3 		$223K Buy
6,021
+193
+3% +$7.63K 0.02% 484
2022
Q2 		$240K Buy
+5,828
New +$249K 0.02% 497
2019
Q4 		– Sell
-4,404
Closed -$212K – 457
2019
Q3 		$212K Buy
+4,404
New +$199K 0.03% 384
2016
Q3 		– Sell
-4,569
Closed -$160K – 685
2016
Q2 		$160K Buy
4,569
+281
+7% +$9.52K 0.02% 403
2016
Q1 		$154K Buy
+4,288
New +$144K 0.03% 425

Other funds holding FE

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Checchi Capital Advisers's FE Position: Q2 2026 in Review

Checchi Capital Advisers reduced its FirstEnergy (FE) stake by 20% in Q2 2026, selling an estimated $67.3K and leaving 5,617 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #514.

Checchi Capital Advisers first reported a position in FE in Q1 2016 and has held it in 17 quarters since. The position peaked at $356K in Q1 2026. 510 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Checchi Capital Advisers held 5,617 shares of FirstEnergy worth $267K as of Q2 2026.
  • Checchi Capital Advisers sold 1,417 FirstEnergy shares in Q2 2026, an estimated $67.3K.
  • FirstEnergy made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #514 holding.
  • Checchi Capital Advisers first reported a position in FirstEnergy in Q1 2016 and has held it in 17 quarters since.
  • Checchi Capital Advisers's FirstEnergy position peaked at $356K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.