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Edgestream Partners’s FirstEnergy FE Stock Holding History

Edgestream Partners’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 		$1.55M Buy
+32,642
New +$1.55M 0.05% 577
2026
Q1 		– Sell
-5,397
Closed -$242K – 945
2025
Q4 		$242K Buy
+5,397
New +$248K 0.01% 909
2025
Q3 		– Sell
-114,945
Closed -$4.63M – 942
2025
Q2 		$4.63M Buy
114,945
+107,176
+1,380% +$4.42M 0.13% 314
2025
Q1 		$314K Sell
7,769
-37,437
-83% -$1.49M 0.01% 752
2024
Q4 		$1.8M Buy
45,206
+36,498
+419% +$1.53M 0.08% 421
2024
Q3 		$386K Sell
8,708
-28,088
-76% -$1.18M 0.02% 734
2024
Q2 		$1.41M Sell
36,796
-9,422
-20% -$365K 0.07% 436
2024
Q1 		$1.78M Buy
46,218
+22,527
+95% +$843K 0.09% 358
2023
Q4 		$869K Sell
23,691
-17,612
-43% -$638K 0.06% 478
2023
Q3 		$1.41M Sell
41,303
-1,619
-4% -$60.2K 0.11% 284
2023
Q2 		$1.67M Buy
42,922
+21,654
+102% +$850K 0.15% 234
2023
Q1 		$852K Buy
21,268
+2,460
+13% +$99.4K 0.09% 323
2022
Q4 		$789K Buy
+18,808
New +$735K 0.09% 290
2022
Q3 		– Sell
-9,352
Closed -$359K – 508
2022
Q2 		$359K Sell
9,352
-19,378
-67% -$827K 0.03% 436
2022
Q1 		$1.32M Buy
+28,730
New +$1.22M 0.1% 284
2021
Q2 		– Sell
-153,689
Closed -$5.33M – 478
2021
Q1 		$5.33M Buy
153,689
+99,402
+183% +$3.25M 0.3% 134
2020
Q4 		$1.66M Sell
54,287
-166,604
-75% -$4.99M 0.08% 252
2020
Q3 		$6.34M Sell
220,891
-169,443
-43% -$5.32M 0.41% 79
2020
Q2 		$15.1M Buy
390,334
+145,672
+60% +$6.02M 0.8% 36
2020
Q1 		$9.8M Sell
244,662
-110,115
-31% -$5.12M 0.91% 29
2019
Q4 		$17.2M Buy
354,777
+195,009
+122% +$9.32M 0.9% 31
2019
Q3 		$7.71M Buy
159,768
+27,690
+21% +$1.25M 0.74% 44
2019
Q2 		$5.65M Buy
132,078
+59,011
+81% +$2.48M 0.64% 54
2019
Q1 		$3.04M Buy
73,067
+14,102
+24% +$560K 0.45% 74
2018
Q4 		$2.21M Sell
58,965
-38,687
-40% -$1.47M 0.39% 86
2018
Q3 		$3.63M Buy
+97,652
New +$3.57M 0.62% 59

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 $3.37T AUM 44.26% 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

Edgestream Partners's FE Position: Q2 2026 in Review

Edgestream Partners opened a new position in FirstEnergy (FE) in Q2 2026: 32,642 shares worth $1.55M. The stake represents 0.05% of the portfolio and ranks #577 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in FE as recently as Q4 2025.

Edgestream Partners first reported a position in FE in Q3 2018 and has held it in 26 quarters since. The position peaked at $17.2M in Q4 2019. 928 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Edgestream Partners held 32,642 shares of FirstEnergy worth $1.55M as of Q2 2026.
  • FirstEnergy was a new Edgestream Partners position in Q2 2026.
  • FirstEnergy made up 0.05% of Edgestream Partners's portfolio in Q2 2026, its #577 holding.
  • Edgestream Partners first reported a position in FirstEnergy in Q3 2018 and has held it in 26 quarters since.
  • Edgestream Partners's FirstEnergy position peaked at $17.2M in Q4 2019.
  • 928 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.