EI
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Ethic Inc’s FirstEnergy FE Stock Holding History

Ethic Inc’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 		$1.12M Buy
23,458
+15,527
+196% +$737K 0.01% 683
2026
Q1 		$402K Buy
7,931
+833
+12% +$40.4K 0.01% 955
2025
Q4 		$318K Buy
7,098
+2,051
+41% +$94.2K ﹤0.01% 981
2025
Q3 		$231K Buy
+5,047
New +$215K ﹤0.01% 1064

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

Ethic Inc's FE Position: Q2 2026 in Review

Ethic Inc increased its FirstEnergy (FE) stake by 196% in Q2 2026, buying an estimated $737K and bringing the position to 23,458 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #683.

Ethic Inc first reported a position in FE in Q3 2025 and has held it in 4 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Ethic Inc held 23,458 shares of FirstEnergy worth $1.12M as of Q2 2026.
  • Ethic Inc bought 15,527 FirstEnergy shares in Q2 2026, an estimated $737K.
  • FirstEnergy made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #683 holding.
  • Ethic Inc first reported a position in FirstEnergy in Q3 2025 and has held it in 4 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.