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Coldstream Capital Management’s FirstEnergy FE Stock Holding History

Coldstream Capital Management’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
Q1 		$396K Buy
7,817
+1,046
+15% +$50.7K ﹤0.01% 825
2025
Q4 		$303K Buy
6,771
+416
+7% +$19.1K ﹤0.01% 897
2025
Q3 		$291K Buy
6,355
+343
+6% +$14.6K ﹤0.01% 952
2025
Q2 		$242K Buy
6,012
+473
+9% +$19.5K ﹤0.01% 982
2025
Q1 		$224K Sell
5,539
-702
-11% -$28K ﹤0.01% 950
2024
Q4 		$248K Buy
6,241
+168
+3% +$7.02K 0.01% 923
2024
Q3 		$267K Buy
+6,073
New +$256K 0.01% 894
2023
Q1 		– Sell
-5,043
Closed -$212K – 844
2022
Q4 		$212K Buy
+5,043
New +$197K 0.01% 745

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coldstream Capital Management's FE Position: Q1 2026 in Review

Coldstream Capital Management increased its FirstEnergy (FE) stake by 15% in Q1 2026, buying an estimated $50.7K and bringing the position to 7,817 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Coldstream Capital Management first reported a position in FE in Q4 2022 and has held it in 8 quarters since. 927 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Coldstream Capital Management held 7,817 shares of FirstEnergy worth $396K as of Q1 2026.
  • Coldstream Capital Management bought 1,046 FirstEnergy shares in Q1 2026, an estimated $50.7K.
  • FirstEnergy made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #825 holding.
  • Coldstream Capital Management first reported a position in FirstEnergy in Q4 2022 and has held it in 8 quarters since.
  • 927 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.