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 Q2	$1.08M	Buy	22,808 +1,798	+9%	+$85.4K	0.01%	971
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 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

Concurrent Investment Advisors's FE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its FirstEnergy (FE) stake by 8.6% in Q2 2026, buying an estimated $85.4K and bringing the position to 22,808 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #971.

Concurrent Investment Advisors first reported a position in FE in Q2 2024 and has held it in 9 quarters since. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Concurrent Investment Advisors held 22,808 shares of FirstEnergy worth $1.08M as of Q2 2026.
Concurrent Investment Advisors bought 1,798 FirstEnergy shares in Q2 2026, an estimated $85.4K.
FirstEnergy made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #971 holding.
Concurrent Investment Advisors first reported a position in FirstEnergy in Q2 2024 and has held it in 9 quarters since.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.