Convergence Investment Partners’s FirstEnergy FE Stock Holding History

Convergence Investment Partners’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	$3.35M	Buy	70,549 +44,996	+176%	+$2.14M	0.32%	114
2026 Q1	$1.29M	Buy	+25,553	New	+$1.24M	0.21%	165
2023 Q1	–	Sell	-4,758	Closed	-$200K	–	207
2022 Q4	$200K	Buy	+4,758	New	+$186K	0.12%	167
2018 Q2	–	Sell	-205	Closed	-$7K	–	516
2018 Q1	$7K	Buy	+205	New	+$6.58K	﹤0.01%	757
2017 Q2	–	Sell	-28,682	Closed	-$913K	–	362
2017 Q1	$913K	Sell	28,682 -74,878	-72%	-$2.31M	0.13%	250
2016 Q4	$3.21M	Buy	103,560 +72,700	+236%	+$2.33M	0.44%	75
2016 Q3	$1.02M	Sell	30,860 -73,015	-70%	-$2.48M	0.15%	236
2016 Q2	$3.63M	Buy	103,875 +11,030	+12%	+$374K	0.5%	66
2016 Q1	$3.34M	Buy	92,845 +73,629	+383%	+$2.48M	0.4%	92
2015 Q4	$610K	Buy	+19,216	New	+$604K	0.07%	288
2015 Q1	–	Sell	-51,570	Closed	-$2.01M	–	381
2014 Q4	$2.01M	Buy	+51,570	New	+$1.89M	0.27%	137
2014 Q1	–	Sell	-13,417	Closed	-$443K	–	388
2013 Q4	$443K	Sell	13,417 -49,607	-79%	-$1.75M	0.07%	274
2013 Q3	$2.3M	Buy	63,024 +8,572	+16%	+$322K	0.49%	60
2013 Q2	$2.03M	Buy	+54,452	New	+$2.29M	0.53%	46

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 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

Convergence Investment Partners's FE Position: Q2 2026 in Review

Convergence Investment Partners increased its FirstEnergy (FE) stake by 176% in Q2 2026, buying an estimated $2.14M and bringing the position to 70,549 shares worth $3.35M. The position accounts for 0.32% of the portfolio, ranked #114.

Convergence Investment Partners first reported a position in FE in Q2 2013 and has held it in 14 quarters since. The position peaked at $3.63M in Q2 2016. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Convergence Investment Partners held 70,549 shares of FirstEnergy worth $3.35M as of Q2 2026.
Convergence Investment Partners bought 44,996 FirstEnergy shares in Q2 2026, an estimated $2.14M.
FirstEnergy made up 0.32% of Convergence Investment Partners's portfolio in Q2 2026, its #114 holding.
Convergence Investment Partners first reported a position in FirstEnergy in Q2 2013 and has held it in 14 quarters since.
Convergence Investment Partners's FirstEnergy position peaked at $3.63M in Q2 2016.
922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.