CT
FE icon

Clearstead Trust’s FirstEnergy FE Stock Holding History

Clearstead 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 		$16.2K Buy
340
+49
+17% +$2.33K ﹤0.01% 511
2026
Q1 		$14.7K Hold
291
– – ﹤0.01% 484
2025
Q4 		$13K Sell
291
-34
-10% -$1.56K ﹤0.01% 529
2025
Q3 		$14.9K Buy
325
+1
+0.3% +$43 ﹤0.01% 506
2025
Q2 		$13K Buy
324
+55
+20% +$2.27K ﹤0.01% 524
2025
Q1 		$10.9K Buy
+269
New +$10.7K ﹤0.01% 453

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

Clearstead Trust's FE Position: Q2 2026 in Review

Clearstead Trust increased its FirstEnergy (FE) stake by 17% in Q2 2026, buying an estimated $2.33K and bringing the position to 340 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Clearstead Trust first reported a position in FE in Q1 2025 and has held it in 6 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Clearstead Trust held 340 shares of FirstEnergy worth $16.2K as of Q2 2026.
  • Clearstead Trust bought 49 FirstEnergy shares in Q2 2026, an estimated $2.33K.
  • FirstEnergy made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #511 holding.
  • Clearstead Trust first reported a position in FirstEnergy in Q1 2025 and has held it in 6 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.