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Greenleaf Trust’s FirstEnergy FE Stock Holding History

Greenleaf Trust’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 		$532K Buy
11,191
+124
+1% +$5.89K 0.01% 502
2026
Q1 		$561K Buy
11,067
+338
+3% +$16.4K 0.01% 462
2025
Q4 		$480K Buy
10,729
+1,139
+12% +$52.3K ﹤0.01% 515
2025
Q3 		$439K Sell
9,590
-438
-4% -$18.7K ﹤0.01% 529
2025
Q2 		$404K Buy
10,028
+170
+2% +$7.01K ﹤0.01% 547
2025
Q1 		$398K Sell
9,858
-1,293
-12% -$51.5K ﹤0.01% 557
2024
Q4 		$444K Buy
11,151
+1,445
+15% +$60.4K ﹤0.01% 532
2024
Q3 		$430K Buy
9,706
+7
+0.1% +$295 ﹤0.01% 551
2024
Q2 		$371K Sell
9,699
-37
-0.4% -$1.44K ﹤0.01% 550
2024
Q1 		$376K Buy
9,736
+295
+3% +$11K ﹤0.01% 541
2023
Q4 		$346K Buy
9,441
+1,344
+17% +$48.7K ﹤0.01% 561
2023
Q3 		$277K Sell
8,097
-2,007
-20% -$74.7K ﹤0.01% 610
2023
Q2 		$393K Buy
10,104
+2,968
+42% +$116K ﹤0.01% 515
2023
Q1 		$286K Buy
7,136
+114
+2% +$4.61K ﹤0.01% 619
2022
Q4 		$295K Buy
7,022
+89
+1% +$3.48K ﹤0.01% 587
2022
Q3 		$257K Buy
6,933
+783
+13% +$30.9K ﹤0.01% 588
2022
Q2 		$236K Sell
6,150
-362
-6% -$15.5K ﹤0.01% 626
2022
Q1 		$299K Buy
6,512
+1,145
+21% +$48.4K ﹤0.01% 593
2021
Q4 		$223K Buy
+5,367
New +$207K ﹤0.01% 694

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

Greenleaf Trust's FE Position: Q2 2026 in Review

Greenleaf Trust increased its FirstEnergy (FE) stake by 1.1% in Q2 2026, buying an estimated $5.89K and bringing the position to 11,191 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #502.

Greenleaf Trust first reported a position in FE in Q4 2021 and has held it in 19 quarters since. The position peaked at $561K in Q1 2026. 160 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Greenleaf Trust held 11,191 shares of FirstEnergy worth $532K as of Q2 2026.
  • Greenleaf Trust bought 124 FirstEnergy shares in Q2 2026, an estimated $5.89K.
  • FirstEnergy made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #502 holding.
  • Greenleaf Trust first reported a position in FirstEnergy in Q4 2021 and has held it in 19 quarters since.
  • Greenleaf Trust's FirstEnergy position peaked at $561K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.