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Equitable Trust’s FirstEnergy FE Stock Holding History

Equitable Trust’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 		$1M Sell
21,106
-304
-1% -$14.4K 0.04% 237
2026
Q1 		$1.08M Sell
21,410
-151
-0.7% -$7.32K 0.05% 221
2025
Q4 		$965K Sell
21,561
-1,109
-5% -$50.9K 0.04% 236
2025
Q3 		$1.04M Hold
22,670
– – 0.05% 227
2025
Q2 		$913K Sell
22,670
-7
-0% -$289 0.05% 241
2025
Q1 		$917K Buy
22,677
+266
+1% +$10.6K 0.05% 232
2024
Q4 		$892K Hold
22,411
– – 0.05% 243
2024
Q3 		$994K Hold
22,411
– – 0.06% 207
2024
Q2 		$858K Buy
22,411
+211
+1% +$8.18K 0.06% 218
2024
Q1 		$857K Buy
22,200
+713
+3% +$26.7K 0.06% 226
2023
Q4 		$788K Hold
21,487
– – 0.06% 212
2023
Q3 		$734K Buy
21,487
+2,357
+12% +$87.7K 0.06% 203
2023
Q2 		$744K Sell
19,130
-78
-0.4% -$3.06K 0.06% 207
2023
Q1 		$769K Sell
19,208
-219
-1% -$8.85K 0.06% 201
2022
Q4 		$815K Buy
+19,427
New +$759K 0.06% 198

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

Equitable Trust's FE Position: Q2 2026 in Review

Equitable Trust reduced its FirstEnergy (FE) stake by 1.4% in Q2 2026, selling an estimated $14.4K and leaving 21,106 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #237.

Equitable Trust first reported a position in FE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Equitable Trust held 21,106 shares of FirstEnergy worth $1M as of Q2 2026.
  • Equitable Trust sold 304 FirstEnergy shares in Q2 2026, an estimated $14.4K.
  • FirstEnergy made up 0.04% of Equitable Trust's portfolio in Q2 2026, its #237 holding.
  • Equitable Trust first reported a position in FirstEnergy in Q4 2022 and has held it in 15 quarters since.
  • Equitable Trust's FirstEnergy position peaked at $1.08M in Q1 2026.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.