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Everhart Financial Group’s FirstEnergy FE Stock Holding History

Everhart Financial Group’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 		$666K Buy
14,001
+1,333
+11% +$63.3K 0.04% 232
2026
Q1 		$642K Sell
12,668
-15
-0.1% -$728 0.05% 232
2025
Q4 		$568K Buy
12,683
+1,024
+9% +$47K 0.05% 246
2025
Q3 		$534K Buy
11,659
+1,806
+18% +$77.1K 0.05% 241
2025
Q2 		$397K Buy
9,853
+717
+8% +$29.6K 0.05% 257
2025
Q1 		$369K Buy
9,136
+1,207
+15% +$48.1K 0.05% 250
2024
Q4 		$315K Sell
7,929
-769
-9% -$32.2K 0.06% 251
2024
Q3 		$386K Buy
8,698
+928
+12% +$39.1K 0.09% 225
2024
Q2 		$297K Buy
7,770
+1,799
+30% +$69.8K 0.08% 224
2024
Q1 		$231K Buy
+5,971
New +$223K 0.07% 248

Other funds holding FE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Everhart Financial Group's FE Position: Q2 2026 in Review

Everhart Financial Group increased its FirstEnergy (FE) stake by 11% in Q2 2026, buying an estimated $63.3K and bringing the position to 14,001 shares worth $666K. The position accounts for 0.04% of the portfolio, ranked #232.

Everhart Financial Group first reported a position in FE in Q1 2024 and has held it in 10 quarters since. 176 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Everhart Financial Group held 14,001 shares of FirstEnergy worth $666K as of Q2 2026.
  • Everhart Financial Group bought 1,333 FirstEnergy shares in Q2 2026, an estimated $63.3K.
  • FirstEnergy made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #232 holding.
  • Everhart Financial Group first reported a position in FirstEnergy in Q1 2024 and has held it in 10 quarters since.
  • 176 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.