EF
FE icon

Empirical Finance’s FirstEnergy FE Stock Holding History

Empirical Finance’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 		$889K Buy
18,691
+599
+3% +$28.4K 0.04% 332
2026
Q1 		$917K Sell
18,092
-35
-0.2% -$1.7K 0.04% 317
2025
Q4 		$812K Sell
18,127
-779
-4% -$35.8K 0.04% 325
2025
Q3 		$866K Buy
18,906
+177
+0.9% +$7.56K 0.04% 342
2025
Q2 		$754K Buy
18,729
+117
+0.6% +$4.83K 0.04% 358
2025
Q1 		$752K Buy
18,612
+636
+4% +$25.3K 0.05% 330
2024
Q4 		$715K Sell
17,976
-258
-1% -$10.8K 0.04% 334
2024
Q3 		$809K Buy
18,234
+343
+2% +$14.4K 0.05% 315
2024
Q2 		$685K Sell
17,891
-1,520
-8% -$59K 0.04% 331
2024
Q1 		$750K Buy
19,411
+622
+3% +$23.3K 0.05% 329
2023
Q4 		$689K Buy
18,789
+91
+0.5% +$3.29K 0.05% 329
2023
Q3 		$639K Buy
18,698
+1,806
+11% +$67.2K 0.05% 324
2023
Q2 		$657K Buy
16,892
+1,918
+13% +$75.3K 0.05% 306
2023
Q1 		$600K Buy
14,974
+745
+5% +$30.1K 0.06% 312
2022
Q4 		$597K Buy
14,229
+1,042
+8% +$40.7K 0.06% 297
2022
Q3 		$488K Buy
13,187
+2,208
+20% +$87.3K 0.06% 301
2022
Q2 		$421K Buy
10,979
+635
+6% +$27.1K 0.05% 314
2022
Q1 		$474K Buy
10,344
+1,171
+13% +$49.5K 0.05% 321
2021
Q4 		$382K Buy
9,173
+2,499
+37% +$96.4K 0.05% 364
2021
Q3 		$238K Buy
6,674
+413
+7% +$15.7K 0.04% 390
2021
Q2 		$233K Buy
+6,261
New +$233K 0.04% 374
2017
Q1 		– Sell
-185
Closed -$6K – 256
2016
Q4 		$6K Buy
+185
New +$5.92K ﹤0.01% 492

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

Empirical Finance's FE Position: Q2 2026 in Review

Empirical Finance increased its FirstEnergy (FE) stake by 3.3% in Q2 2026, buying an estimated $28.4K and bringing the position to 18,691 shares worth $889K. The position accounts for 0.04% of the portfolio, ranked #332.

Empirical Finance first reported a position in FE in Q4 2016 and has held it in 22 quarters since. The position peaked at $917K in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Empirical Finance held 18,691 shares of FirstEnergy worth $889K as of Q2 2026.
  • Empirical Finance bought 599 FirstEnergy shares in Q2 2026, an estimated $28.4K.
  • FirstEnergy made up 0.04% of Empirical Finance's portfolio in Q2 2026, its #332 holding.
  • Empirical Finance first reported a position in FirstEnergy in Q4 2016 and has held it in 22 quarters since.
  • Empirical Finance's FirstEnergy position peaked at $917K in Q1 2026.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.