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Curi RMB Capital’s FirstEnergy FE Stock Holding History

Curi RMB Capital’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 		$241K Sell
5,058
-489
-9% -$23.2K ﹤0.01% 821
2026
Q1 		$281K Buy
5,547
+602
+12% +$29.2K 0.01% 736
2025
Q4 		$221K Buy
4,945
+180
+4% +$8.27K ﹤0.01% 831
2025
Q3 		$218K Buy
+4,765
New +$203K ﹤0.01% 666
2020
Q2 		– Sell
-5,754
Closed -$231K – 634
2020
Q1 		$231K Buy
+5,754
New +$267K 0.01% 538

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 $3.38T AUM 44.17% 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

Curi RMB Capital's FE Position: Q2 2026 in Review

Curi RMB Capital reduced its FirstEnergy (FE) stake by 8.8% in Q2 2026, selling an estimated $23.2K and leaving 5,058 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Curi RMB Capital first reported a position in FE in Q1 2020 and has held it in 5 quarters since. The position peaked at $281K in Q1 2026. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Curi RMB Capital held 5,058 shares of FirstEnergy worth $241K as of Q2 2026.
  • Curi RMB Capital sold 489 FirstEnergy shares in Q2 2026, an estimated $23.2K.
  • FirstEnergy made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #821 holding.
  • Curi RMB Capital first reported a position in FirstEnergy in Q1 2020 and has held it in 5 quarters since.
  • Curi RMB Capital's FirstEnergy position peaked at $281K in Q1 2026.
  • 931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.