Eagle Strategies’s FirstEnergy FE Stock Holding History

Eagle Strategies’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	$227K	Buy	4,779 +13	+0.3%	+$617	0.02%	262
2026 Q1	$241K	Hold	4,766	–	–	0.03%	238
2025 Q4	$213K	Hold	4,766	–	–	0.03%	244
2025 Q3	$218K	Buy	+4,766	New	+$203K	0.03%	231
2024 Q4	–	Sell	-4,766	Closed	-$211K	–	220
2024 Q3	$211K	Buy	+4,766	New	+$201K	0.04%	205
2022 Q2	–	Sell	-4,906	Closed	-$225K	–	142
2022 Q1	$225K	Hold	4,906	–	–	0.09%	130
2021 Q4	$204K	Buy	+4,906	New	+$189K	0.08%	141

Other funds holding FE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Eagle Strategies's FE Position: Q2 2026 in Review

Eagle Strategies increased its FirstEnergy (FE) stake by 0.27% in Q2 2026, buying an estimated $617 and bringing the position to 4,779 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #262.

Eagle Strategies first reported a position in FE in Q4 2021 and has held it in 7 quarters since. The position peaked at $241K in Q1 2026. 377 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Eagle Strategies held 4,779 shares of FirstEnergy worth $227K as of Q2 2026.
Eagle Strategies bought 13 FirstEnergy shares in Q2 2026, an estimated $617.
FirstEnergy made up 0.02% of Eagle Strategies's portfolio in Q2 2026, its #262 holding.
Eagle Strategies first reported a position in FirstEnergy in Q4 2021 and has held it in 7 quarters since.
Eagle Strategies's FirstEnergy position peaked at $241K in Q1 2026.
377 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.