Everence Capital Management’s FirstEnergy FE Stock Holding History

Everence Capital Management’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	$401K	Hold	8,440	–	–	0.02%	509
2026 Q1	$428K	Hold	8,440	–	–	0.03%	430
2025 Q4	$378K	Hold	8,440	–	–	0.02%	496
2025 Q3	$387K	Hold	8,440	–	–	0.02%	486
2025 Q2	$340K	Sell	8,440 -5,920	-41%	-$244K	0.02%	529
2025 Q1	$580K	Hold	14,360	–	–	0.04%	329
2024 Q4	$571K	Buy	14,360 +4,830	+51%	+$202K	0.04%	328
2024 Q3	$423K	Buy	+9,530	New	+$401K	0.03%	472
2013 Q4	–	Sell	-7,565	Closed	-$276K	–	268
2013 Q3	$276K	Hold	7,565	–	–	0.12%	204
2013 Q2	$282K	Buy	+7,565	New	+$318K	0.13%	195

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Everence Capital Management's FE Position: Q2 2026 in Review

Everence Capital Management held its FirstEnergy (FE) position steady in Q2 2026 at 8,440 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #509.

Everence Capital Management first reported a position in FE in Q2 2013 and has held it in 10 quarters since. The position peaked at $580K in Q1 2025. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Everence Capital Management held 8,440 shares of FirstEnergy worth $401K as of Q2 2026.
Everence Capital Management left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up 0.02% of Everence Capital Management's portfolio in Q2 2026, its #509 holding.
Everence Capital Management first reported a position in FirstEnergy in Q2 2013 and has held it in 10 quarters since.
Everence Capital Management's FirstEnergy position peaked at $580K in Q1 2025.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.