Grimes & Company’s FirstEnergy FE Stock Holding History

Grimes & Company’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 Q3	$275K	Buy	6,338 +229	+4%	+$10.8K	0.01%	395
2026 Q2	$290K	Sell	6,109 -51	-0.8%	-$2.42K	0.01%	387
2026 Q1	$312K	Buy	6,160 +90	+1%	+$4.36K	0.01%	350
2025 Q4	$272K	Sell	6,070 -3,008	-33%	-$138K	0.01%	395
2025 Q3	$416K	Buy	9,078 +1	+0%	+$43	0.01%	330
2025 Q2	$365K	Buy	9,077 +31	+0.3%	+$1.28K	0.01%	311
2025 Q1	$366K	Buy	9,046 +7	+0.1%	+$279	0.01%	268
2024 Q4	$360K	Buy	9,039 +39	+0.4%	+$1.63K	0.01%	290
2024 Q3	$399K	Hold	9,000	–	–	0.01%	254
2024 Q2	$344K	Hold	9,000	–	–	0.01%	258
2024 Q1	$348K	Hold	9,000	–	–	0.01%	255
2023 Q4	$330K	Sell	9,000 -2	-0%	-$72	0.01%	256
2023 Q3	$308K	Buy	9,002 +2	+0%	+$74	0.01%	239
2023 Q2	$350K	Hold	9,000	–	–	0.01%	235
2023 Q1	$361K	Hold	9,000	–	–	0.01%	228
2022 Q4	$377K	Hold	9,000	–	–	0.02%	225
2022 Q3	$333K	Buy	9,000 +3,000	+50%	+$119K	0.02%	213
2022 Q2	$230K	Hold	6,000	–	–	0.01%	248
2022 Q1	$275K	Hold	6,000	–	–	0.01%	245
2021 Q4	$250K	Hold	6,000	–	–	0.01%	265
2021 Q3	$214K	Hold	6,000	–	–	0.01%	279
2021 Q2	$223K	Hold	6,000	–	–	0.01%	275
2021 Q1	$208K	Buy	+6,000	New	+$196K	0.01%	266

Other funds holding FE

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Grimes & Company's FE Position: Q3 2026 in Review

Grimes & Company increased its FirstEnergy (FE) stake by 3.7% in Q3 2026, buying an estimated $10.8K and bringing the position to 6,338 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #395.

Grimes & Company first reported a position in FE in Q1 2021 and has held it in 23 quarters since. The position peaked at $416K in Q3 2025. 547 funds tracked by Wall St. Rank hold FE as of Q3 2026.

Grimes & Company held 6,338 shares of FirstEnergy worth $275K as of Q3 2026.
Grimes & Company bought 229 FirstEnergy shares in Q3 2026, an estimated $10.8K.
FirstEnergy made up 0.01% of Grimes & Company's portfolio in Q3 2026, its #395 holding.
Grimes & Company first reported a position in FirstEnergy in Q1 2021 and has held it in 23 quarters since.
Grimes & Company's FirstEnergy position peaked at $416K in Q3 2025.
547 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.