CI
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CX Institutional’s FirstEnergy FE Stock Holding History

CX Institutional’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 		$370K Buy
7,776
+266
+4% +$12.6K 0.01% 553
2026
Q1 		$380K Buy
7,510
+792
+12% +$38.4K 0.01% 530
2025
Q4 		$301K Buy
6,718
+535
+9% +$24.6K 0.01% 581
2025
Q3 		$283K Buy
6,183
+1,574
+34% +$67.2K 0.01% 587
2025
Q2 		$186K Buy
4,609
+309
+7% +$12.7K 0.01% 651
2025
Q1 		$174K Buy
+4,300
New +$171K 0.01% 636
2022
Q3 		– Sell
-1,180
Closed -$45K – 700
2022
Q2 		$45K Buy
+1,180
New +$50.4K ﹤0.01% 699
2021
Q4 		– Sell
-1,069
Closed -$38K – 537
2021
Q3 		$38K Buy
1,069
+38
+4% +$1.44K ﹤0.01% 630
2021
Q2 		$38K Buy
1,031
+167
+19% +$6.21K ﹤0.01% 611
2021
Q1 		$30K Buy
864
+170
+24% +$5.55K ﹤0.01% 596
2020
Q4 		$21K Buy
694
+103
+17% +$3.09K ﹤0.01% 601
2020
Q3 		$17K Buy
591
+544
+1,157% +$17.1K ﹤0.01% 580
2020
Q2 		$2K Buy
47
+4
+9% +$165 ﹤0.01% 745
2020
Q1 		$2K Sell
43
-114
-73% -$5.3K ﹤0.01% 665
2019
Q4 		$8K Hold
157
– – ﹤0.01% 462
2019
Q3 		$8K Buy
157
+12
+8% +$543 ﹤0.01% 497
2019
Q2 		$6K Buy
145
+21
+17% +$882 ﹤0.01% 569
2019
Q1 		$5K Buy
+124
New +$4.93K ﹤0.01% 545

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Portfolio Solutions
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
II
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
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

CX Institutional's FE Position: Q2 2026 in Review

CX Institutional increased its FirstEnergy (FE) stake by 3.5% in Q2 2026, buying an estimated $12.6K and bringing the position to 7,776 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #553.

CX Institutional first reported a position in FE in Q1 2019 and has held it in 18 quarters since. The position peaked at $380K in Q1 2026. 162 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • CX Institutional held 7,776 shares of FirstEnergy worth $370K as of Q2 2026.
  • CX Institutional bought 266 FirstEnergy shares in Q2 2026, an estimated $12.6K.
  • FirstEnergy made up 0.01% of CX Institutional's portfolio in Q2 2026, its #553 holding.
  • CX Institutional first reported a position in FirstEnergy in Q1 2019 and has held it in 18 quarters since.
  • CX Institutional's FirstEnergy position peaked at $380K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.