Cherokee Insurance’s FirstEnergy FE Stock Holding History

Cherokee Insurance’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	$1.57M	Hold	33,000	–	–	0.61%	50
2026 Q1	$1.67M	Hold	33,000	–	–	0.63%	46
2025 Q4	$1.48M	Hold	33,000	–	–	0.6%	48
2025 Q3	$1.51M	Hold	33,000	–	–	0.65%	45
2025 Q2	$1.33M	Hold	33,000	–	–	0.58%	46
2025 Q1	$1.33M	Hold	33,000	–	–	0.59%	46
2024 Q4	$1.31M	Buy	+33,000	New	+$1.38M	0.59%	48

Other funds holding FE

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Cherokee Insurance's FE Position: Q2 2026 in Review

Cherokee Insurance held its FirstEnergy (FE) position steady in Q2 2026 at 33,000 shares worth $1.57M. The position accounts for 0.61% of the portfolio, ranked #50.

Cherokee Insurance first reported a position in FE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q1 2026. 399 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Cherokee Insurance held 33,000 shares of FirstEnergy worth $1.57M as of Q2 2026.
Cherokee Insurance left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up 0.61% of Cherokee Insurance's portfolio in Q2 2026, its #50 holding.
Cherokee Insurance first reported a position in FirstEnergy in Q4 2024 and has held it in 7 quarters since.
Cherokee Insurance's FirstEnergy position peaked at $1.67M in Q1 2026.
399 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.