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Clayton Financial Group’s FirstEnergy FE Stock Holding History

Clayton Financial 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 		– Sell
-58
Closed -$2.94K – 247
2026
Q1 		$2.94K Hold
58
– – ﹤0.01% 405
2025
Q4 		$2.6K Buy
+58
New +$2.66K ﹤0.01% 413

Other funds holding FE

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Clayton Financial Group's FE Position: Q2 2026 in Review

Clayton Financial Group sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 58 shares — an estimated $2.94K sold.

Clayton Financial Group first reported a position in FE in Q4 2025 and held it in 2 quarters. The position peaked at $2.94K in Q1 2026. 326 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Clayton Financial Group reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 58 FirstEnergy shares in Q2 2026, an estimated $2.94K.
  • Clayton Financial Group first reported a position in FirstEnergy in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's FirstEnergy position peaked at $2.94K in Q1 2026.
  • 326 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.