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Costello Asset Management’s FirstEnergy FE Stock Holding History

Costello Asset Management’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 		$9.51K Hold
200
– – ﹤0.01% 504
2026
Q1 		$10.1K Hold
200
– – ﹤0.01% 477
2025
Q4 		$8.95K Hold
200
– – ﹤0.01% 479
2025
Q3 		$9.16K Hold
200
– – ﹤0.01% 478
2025
Q2 		$8.05K Buy
+200
New +$8.25K ﹤0.01% 502

Other funds holding FE

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Costello Asset Management's FE Position: Q2 2026 in Review

Costello Asset Management held its FirstEnergy (FE) position steady in Q2 2026 at 200 shares worth $9.51K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Costello Asset Management first reported a position in FE in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.1K in Q1 2026. 465 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Costello Asset Management held 200 shares of FirstEnergy worth $9.51K as of Q2 2026.
  • Costello Asset Management left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #504 holding.
  • Costello Asset Management first reported a position in FirstEnergy in Q2 2025 and has held it in 5 quarters since.
  • Costello Asset Management's FirstEnergy position peaked at $10.1K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.