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 Q3	$207K	Hold	4,779	–	–	0.02%	264
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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Eagle Strategies's FE Position: Q3 2026 in Review

Eagle Strategies held its FirstEnergy (FE) position steady in Q3 2026 at 4,779 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #264.

Eagle Strategies first reported a position in FE in Q4 2021 and has held it in 8 quarters since. The position peaked at $241K in Q1 2026. 547 funds tracked by Wall St. Rank hold FE as of Q3 2026.

Eagle Strategies held 4,779 shares of FirstEnergy worth $207K as of Q3 2026.
Eagle Strategies left its FirstEnergy share count unchanged in Q3 2026.
FirstEnergy made up 0.02% of Eagle Strategies's portfolio in Q3 2026, its #264 holding.
Eagle Strategies first reported a position in FirstEnergy in Q4 2021 and has held it in 8 quarters since.
Eagle Strategies's FirstEnergy position peaked at $241K in Q1 2026.
547 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.