Colonial Trust Advisors’s FirstEnergy FE Stock Holding History

Colonial Trust Advisors’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	$14.3K	Buy	+300	New	+$14.2K	﹤0.01%	518
2025 Q1	–	Sell	-15,377	Closed	-$612K	–	693
2024 Q4	$612K	Buy	15,377 +2,022	+15%	+$84.5K	0.05%	129
2024 Q3	$592K	Buy	13,355 +4,050	+44%	+$170K	0.05%	136
2024 Q2	$356K	Buy	9,305 +9,297	+116,213%	+$361K	0.03%	146
2024 Q1	$309	Sell	8 -52	-87%	-$1.95K	﹤0.01%	941
2023 Q4	$2.2K	Sell	60 -8	-12%	-$290	﹤0.01%	700
2023 Q3	$2.32K	Sell	68 -100	-60%	-$3.72K	﹤0.01%	705
2023 Q2	$6.53K	Hold	168	–	–	﹤0.01%	587
2023 Q1	$6.73K	Hold	168	–	–	﹤0.01%	576
2022 Q4	$7.05K	Buy	+168	New	+$6.57K	﹤0.01%	565

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Colonial Trust Advisors's FE Position: Q2 2026 in Review

Colonial Trust Advisors opened a new position in FirstEnergy (FE) in Q2 2026: 300 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Colonial Trust Advisors previously reported a position in FE as recently as Q4 2024.

Colonial Trust Advisors first reported a position in FE in Q4 2022 and has held it in 10 quarters since. The position peaked at $612K in Q4 2024. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Colonial Trust Advisors held 300 shares of FirstEnergy worth $14.3K as of Q2 2026.
FirstEnergy was a new Colonial Trust Advisors position in Q2 2026.
FirstEnergy made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #518 holding.
Colonial Trust Advisors first reported a position in FirstEnergy in Q4 2022 and has held it in 10 quarters since.
Colonial Trust Advisors's FirstEnergy position peaked at $612K in Q4 2024.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.