Frank Rimerman Advisors’s FirstEnergy FE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$212K Sell
4,466
-6,441
-59% -$306K 0.01% 587
2026
Q1
$553K Hold
10,907
0.04% 352
2025
Q4
$488K Buy
+10,907
New +$501K 0.03% 392
2025
Q3
Sell
-8,132
Closed -$327K 604
2025
Q2
$327K Buy
+8,132
New +$336K 0.02% 436

Other funds holding FE

Frank Rimerman Advisors's FE Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its FirstEnergy (FE) stake by 59% in Q2 2026, selling an estimated $306K and leaving 4,466 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #587.

Frank Rimerman Advisors first reported a position in FE in Q2 2025 and has held it in 4 quarters since. The position peaked at $553K in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Frank Rimerman Advisors held 4,466 shares of FirstEnergy worth $212K as of Q2 2026.
  • Frank Rimerman Advisors sold 6,441 FirstEnergy shares in Q2 2026, an estimated $306K.
  • FirstEnergy made up 0.01% of Frank Rimerman Advisors's portfolio in Q2 2026, its #587 holding.
  • Frank Rimerman Advisors first reported a position in FirstEnergy in Q2 2025 and has held it in 4 quarters since.
  • Frank Rimerman Advisors's FirstEnergy position peaked at $553K in Q1 2026.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.