Corient Private Wealth
FE icon

Corient Private Wealth’s FirstEnergy FE Stock Holding History

Corient Private Wealth’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 		$6.95M Buy
146,266
+61,432
+72% +$2.92M 0.01% 768
2026
Q1 		$4.27M Buy
84,834
+34,887
+70% +$1.69M 0.01% 911
2025
Q4 		$2.24M Buy
49,947
+5,892
+13% +$271K ﹤0.01% 1095
2025
Q3 		$2.02M Sell
44,055
-1,419
-3% -$60.6K ﹤0.01% 1057
2025
Q2 		$1.83M Sell
45,474
-416
-0.9% -$17.2K ﹤0.01% 1074
2025
Q1 		$1.85M Buy
45,890
+3,116
+7% +$124K ﹤0.01% 1003
2024
Q4 		$1.7M Buy
42,774
+3,932
+10% +$164K ﹤0.01% 1061
2024
Q3 		$1.72M Sell
38,842
-4,569
-11% -$192K ﹤0.01% 1164
2024
Q2 		$1.66M Buy
43,411
+5,120
+13% +$199K ﹤0.01% 1109
2024
Q1 		$1.48M Sell
38,291
-8,607
-18% -$322K ﹤0.01% 1173
2023
Q4 		$1.72M Buy
46,898
+5,979
+15% +$216K ﹤0.01% 1070
2023
Q3 		$1.4M Sell
40,919
-3,806
-9% -$142K ﹤0.01% 1062
2023
Q2 		$1.74M Buy
44,725
+654
+1% +$25.7K ﹤0.01% 945
2023
Q1 		$1.77M Buy
44,071
+13,682
+45% +$553K ﹤0.01% 883
2022
Q4 		$1.28M Buy
+30,389
New +$1.19M ﹤0.01% 840

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Corient Private Wealth's FE Position: Q2 2026 in Review

Corient Private Wealth increased its FirstEnergy (FE) stake by 72% in Q2 2026, buying an estimated $2.92M and bringing the position to 146,266 shares worth $6.95M. The position accounts for 0.01% of the portfolio, ranked #768.

Corient Private Wealth first reported a position in FE in Q4 2022 and has held it in 15 quarters since. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Corient Private Wealth held 146,266 shares of FirstEnergy worth $6.95M as of Q2 2026.
  • Corient Private Wealth bought 61,432 FirstEnergy shares in Q2 2026, an estimated $2.92M.
  • FirstEnergy made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #768 holding.
  • Corient Private Wealth first reported a position in FirstEnergy in Q4 2022 and has held it in 15 quarters since.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.