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Chicago Partners Investment Group’s FirstEnergy FE Stock Holding History

Chicago Partners Investment Group’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 		$666K Buy
13,463
+2,268
+20% +$108K 0.01% 837
2026
Q1 		$542K Buy
11,195
+958
+9% +$46.5K 0.01% 842
2025
Q4 		$477K Buy
10,237
+277
+3% +$12.7K 0.01% 792
2025
Q3 		$460K Buy
9,960
+37
+0.4% +$1.58K 0.01% 749
2025
Q2 		$409K Buy
9,923
+760
+8% +$31.4K 0.01% 686
2025
Q1 		$394K Buy
9,163
+863
+10% +$34.4K 0.01% 600
2024
Q4 		$330K Sell
8,300
-3,179
-28% -$133K 0.01% 626
2024
Q3 		$508K Buy
11,479
+4,081
+55% +$172K 0.02% 486
2024
Q2 		$309K Buy
+7,398
New +$287K 0.01% 585
2021
Q4 		– Sell
-6,048
Closed -$236K – 582
2021
Q3 		$236K Buy
+6,048
New +$230K 0.02% 502
2018
Q4 		– Sell
-1,753
Closed -$65K – 522
2018
Q3 		$65K Buy
1,753
+611
+54% +$22.3K 0.01% 482
2018
Q2 		$41K Buy
1,142
+12
+1% +$411 0.01% 520
2018
Q1 		$38K Buy
1,130
+12
+1% +$385 0.01% 494
2017
Q4 		$34K Buy
1,118
+12
+1% +$390 0.01% 513
2017
Q3 		$34K Buy
+1,106
New +$34.8K 0.01% 502
2017
Q2 		– Sell
-1,080
Closed -$34K – 686
2017
Q1 		$34K Sell
1,080
-288
-21% -$8.88K 0.01% 351
2016
Q4 		$42K Sell
1,368
-588
-30% -$18.8K 0.02% 317
2016
Q3 		$65K Buy
1,956
+912
+87% +$31K 0.03% 275
2016
Q2 		$36K Buy
1,044
+11
+1% +$373 0.02% 276
2016
Q1 		$37K Buy
1,033
+525
+103% +$17.6K 0.02% 255
2015
Q4 		$16K Buy
+508
New +$16K 0.01% 358
2015
Q3 		– Sell
-275
Closed -$9K – 441
2015
Q2 		$9K Buy
+275
New +$9.62K ﹤0.01% 350

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

Chicago Partners Investment Group's FE Position: Q2 2026 in Review

Chicago Partners Investment Group increased its FirstEnergy (FE) stake by 20% in Q2 2026, buying an estimated $108K and bringing the position to 13,463 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #837.

Chicago Partners Investment Group first reported a position in FE in Q2 2015 and has held it in 22 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Chicago Partners Investment Group held 13,463 shares of FirstEnergy worth $666K as of Q2 2026.
  • Chicago Partners Investment Group bought 2,268 FirstEnergy shares in Q2 2026, an estimated $108K.
  • FirstEnergy made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #837 holding.
  • Chicago Partners Investment Group first reported a position in FirstEnergy in Q2 2015 and has held it in 22 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.