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Chicago Trust’s FirstEnergy FE Stock Holding History

Chicago Trust’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 		$333K Hold
7,000
– – 0.05% 303
2026
Q1 		$355K Hold
7,000
– – 0.06% 289
2025
Q4 		$313K Hold
7,000
– – 0.05% 311
2025
Q3 		$321K Hold
7,000
– – 0.04% 329
2025
Q2 		$282K Buy
+7,000
New +$289K 0.04% 335

Other funds holding FE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Chicago Trust's FE Position: Q2 2026 in Review

Chicago Trust held its FirstEnergy (FE) position steady in Q2 2026 at 7,000 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #303.

Chicago Trust first reported a position in FE in Q2 2025 and has held it in 5 quarters since. The position peaked at $355K in Q1 2026. 159 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Chicago Trust held 7,000 shares of FirstEnergy worth $333K as of Q2 2026.
  • Chicago Trust left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up 0.05% of Chicago Trust's portfolio in Q2 2026, its #303 holding.
  • Chicago Trust first reported a position in FirstEnergy in Q2 2025 and has held it in 5 quarters since.
  • Chicago Trust's FirstEnergy position peaked at $355K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.