Everpar Advisors’s FirstEnergy FE Stock Holding History

Everpar Advisors’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	$219K	Sell	4,600 -888	-16%	-$42.2K	0.06%	280
2026 Q1	$278K	Buy	5,488 +920	+20%	+$44.6K	0.1%	222
2025 Q4	$205K	Buy	+4,568	New	+$210K	0.08%	265
2025 Q1	–	Sell	-6,795	Closed	-$270K	–	257
2024 Q4	$270K	Sell	6,795 -601	-8%	-$25.1K	0.14%	199
2024 Q3	$328K	Sell	7,396 -2,107	-22%	-$88.7K	0.17%	176
2024 Q2	$364K	Sell	9,503 -453	-5%	-$17.6K	0.18%	164
2024 Q1	$385K	Sell	9,956 -10,518	-51%	-$393K	0.23%	149
2023 Q4	$751K	Buy	+20,474	New	+$741K	0.35%	104

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Everpar Advisors's FE Position: Q2 2026 in Review

Everpar Advisors reduced its FirstEnergy (FE) stake by 16% in Q2 2026, selling an estimated $42.2K and leaving 4,600 shares worth $219K. The position accounts for 0.06% of the portfolio, ranked #280.

Everpar Advisors first reported a position in FE in Q4 2023 and has held it in 8 quarters since. The position peaked at $751K in Q4 2023. 122 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Everpar Advisors held 4,600 shares of FirstEnergy worth $219K as of Q2 2026.
Everpar Advisors sold 888 FirstEnergy shares in Q2 2026, an estimated $42.2K.
FirstEnergy made up 0.06% of Everpar Advisors's portfolio in Q2 2026, its #280 holding.
Everpar Advisors first reported a position in FirstEnergy in Q4 2023 and has held it in 8 quarters since.
Everpar Advisors's FirstEnergy position peaked at $751K in Q4 2023.
122 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.