Everstar Asset Management’s FirstEnergy FE Stock Holding History

Everstar Asset 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	$1.17M	Buy	24,590 +668	+3%	+$31.7K	0.56%	57
2026 Q1	$1.21M	Buy	23,922 +349	+1%	+$16.9K	0.65%	46
2025 Q4	$1.06M	Buy	23,573 +4,593	+24%	+$211K	0.57%	52
2025 Q3	$870K	Buy	18,980 +5,595	+42%	+$239K	0.49%	66
2025 Q2	$539K	Buy	13,385 +1,512	+13%	+$62.4K	0.33%	100
2025 Q1	$480K	Buy	11,873 +860	+8%	+$34.2K	0.32%	98
2024 Q4	$438K	Buy	11,013 +780	+8%	+$32.6K	0.31%	92
2024 Q3	$454K	Buy	+10,233	New	+$431K	0.31%	95

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

Everstar Asset Management's FE Position: Q2 2026 in Review

Everstar Asset Management increased its FirstEnergy (FE) stake by 2.8% in Q2 2026, buying an estimated $31.7K and bringing the position to 24,590 shares worth $1.17M. The position accounts for 0.56% of the portfolio, ranked #57.

Everstar Asset Management first reported a position in FE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Everstar Asset Management held 24,590 shares of FirstEnergy worth $1.17M as of Q2 2026.
Everstar Asset Management bought 668 FirstEnergy shares in Q2 2026, an estimated $31.7K.
FirstEnergy made up 0.56% of Everstar Asset Management's portfolio in Q2 2026, its #57 holding.
Everstar Asset Management first reported a position in FirstEnergy in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's FirstEnergy position peaked at $1.21M in Q1 2026.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.