Cromwell Holdings’s FirstEnergy FE Stock Holding History

Cromwell Holdings’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	$87.1K	Buy	1,833 +88	+5%	+$4.18K	0.04%	383
2026 Q1	$88.4K	Hold	1,745	–	–	0.05%	359
2025 Q4	$78.1K	Hold	1,745	–	–	0.04%	362
2025 Q3	$80K	Hold	1,745	–	–	0.04%	370
2025 Q2	$70.3K	Buy	1,745 +64	+4%	+$2.64K	0.04%	387
2025 Q1	$67.9K	Buy	1,681 +34	+2%	+$1.35K	0.04%	373
2024 Q4	$65.5K	Hold	1,647	–	–	0.04%	380
2024 Q3	$73K	Hold	1,647	–	–	0.05%	363
2024 Q2	$63K	Buy	+1,647	New	+$63.9K	0.04%	379

Other funds holding FE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Cromwell Holdings's FE Position: Q2 2026 in Review

Cromwell Holdings increased its FirstEnergy (FE) stake by 5% in Q2 2026, buying an estimated $4.18K and bringing the position to 1,833 shares worth $87.1K. The position accounts for 0.04% of the portfolio, ranked #383.

Cromwell Holdings first reported a position in FE in Q2 2024 and has held it in 9 quarters since. The position peaked at $88.4K in Q1 2026. 176 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Cromwell Holdings held 1,833 shares of FirstEnergy worth $87.1K as of Q2 2026.
Cromwell Holdings bought 88 FirstEnergy shares in Q2 2026, an estimated $4.18K.
FirstEnergy made up 0.04% of Cromwell Holdings's portfolio in Q2 2026, its #383 holding.
Cromwell Holdings first reported a position in FirstEnergy in Q2 2024 and has held it in 9 quarters since.
Cromwell Holdings's FirstEnergy position peaked at $88.4K in Q1 2026.
176 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.