CX Institutional
FE icon

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
Q3 		$334K Sell
7,715
-61
-0.8% -$2.86K 0.01% 592
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

CX Institutional's FE Position: Q3 2026 in Review

CX Institutional reduced its FirstEnergy (FE) stake by 0.78% in Q3 2026, selling an estimated $2.86K and leaving 7,715 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #592.

CX Institutional first reported a position in FE in Q1 2019 and has held it in 19 quarters since. The position peaked at $380K in Q1 2026. 191 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • CX Institutional held 7,715 shares of FirstEnergy worth $334K as of Q3 2026.
  • CX Institutional sold 61 FirstEnergy shares in Q3 2026, an estimated $2.86K.
  • FirstEnergy made up 0.01% of CX Institutional's portfolio in Q3 2026, its #592 holding.
  • CX Institutional first reported a position in FirstEnergy in Q1 2019 and has held it in 19 quarters since.
  • CX Institutional's FirstEnergy position peaked at $380K in Q1 2026.
  • 191 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.