EFS
FE icon

Essex Financial Services’s FirstEnergy FE Stock Holding History

Essex Financial Services’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 		$320K Buy
6,726
+570
+9% +$27.1K 0.02% 632
2026
Q1 		$312K Sell
6,156
-884
-13% -$42.9K 0.02% 601
2025
Q4 		$315K Buy
7,040
+8
+0.1% +$367 0.02% 585
2025
Q3 		$322K Buy
7,032
+1,502
+27% +$64.1K 0.02% 562
2025
Q2 		$223K Sell
5,530
-592
-10% -$24.4K 0.01% 633
2025
Q1 		$247K Buy
6,122
+303
+5% +$12.1K 0.02% 548
2024
Q4 		$231K Buy
5,819
+340
+6% +$14.2K 0.02% 564
2024
Q3 		$240K Buy
+5,479
New +$231K 0.02% 550

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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

Essex Financial Services's FE Position: Q2 2026 in Review

Essex Financial Services increased its FirstEnergy (FE) stake by 9.3% in Q2 2026, buying an estimated $27.1K and bringing the position to 6,726 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #632.

Essex Financial Services first reported a position in FE in Q3 2024 and has held it in 8 quarters since. The position peaked at $322K in Q3 2025. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Essex Financial Services held 6,726 shares of FirstEnergy worth $320K as of Q2 2026.
  • Essex Financial Services bought 570 FirstEnergy shares in Q2 2026, an estimated $27.1K.
  • FirstEnergy made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #632 holding.
  • Essex Financial Services first reported a position in FirstEnergy in Q3 2024 and has held it in 8 quarters since.
  • Essex Financial Services's FirstEnergy position peaked at $322K in Q3 2025.
  • 931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.