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Evergreen Capital Management’s FirstEnergy FE Stock Holding History

Evergreen 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 		$762K Buy
16,033
+11,611
+263% +$551K 0.01% 667
2026
Q1 		$224K Buy
+4,422
New +$214K ﹤0.01% 1319

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

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

Evergreen Capital Management increased its FirstEnergy (FE) stake by 263% in Q2 2026, buying an estimated $551K and bringing the position to 16,033 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #667.

Evergreen Capital Management first reported a position in FE in Q1 2026 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Evergreen Capital Management held 16,033 shares of FirstEnergy worth $762K as of Q2 2026.
  • Evergreen Capital Management bought 11,611 FirstEnergy shares in Q2 2026, an estimated $551K.
  • FirstEnergy made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #667 holding.
  • Evergreen Capital Management first reported a position in FirstEnergy in Q1 2026 and has held it in 2 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.