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Concurrent Investment Advisors’s FirstEnergy FE Stock Holding History

Concurrent Investment 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
Q1 		$1.06M Buy
21,010
+2,294
+12% +$111K 0.01% 849
2025
Q4 		$838K Buy
18,716
+9,624
+106% +$442K 0.01% 914
2025
Q3 		$417K Buy
9,092
+208
+2% +$8.88K 0.01% 996
2025
Q2 		$358K Buy
8,884
+761
+9% +$31.4K 0.01% 984
2025
Q1 		$328K Buy
8,123
+331
+4% +$13.2K 0.01% 883
2024
Q4 		$310K Sell
7,792
-14
-0.2% -$585 0.01% 817
2024
Q3 		$346K Sell
7,806
-443
-5% -$18.6K 0.01% 733
2024
Q2 		$316K Buy
+8,249
New +$320K 0.01% 723

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Concurrent Investment Advisors's FE Position: Q1 2026 in Review

Concurrent Investment Advisors increased its FirstEnergy (FE) stake by 12% in Q1 2026, buying an estimated $111K and bringing the position to 21,010 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #849.

Concurrent Investment Advisors first reported a position in FE in Q2 2024 and has held it in 8 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Concurrent Investment Advisors held 21,010 shares of FirstEnergy worth $1.06M as of Q1 2026.
  • Concurrent Investment Advisors bought 2,294 FirstEnergy shares in Q1 2026, an estimated $111K.
  • FirstEnergy made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #849 holding.
  • Concurrent Investment Advisors first reported a position in FirstEnergy in Q2 2024 and has held it in 8 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.