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 Q2	$290K	Sell	6,109 -51	-0.8%	-$2.42K	0.01%	387
2026 Q1	$312K	Buy	6,160 +90	+1%	+$4.37K	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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Grimes & Company's FE Position: Q2 2026 in Review

Grimes & Company reduced its FirstEnergy (FE) stake by 0.83% in Q2 2026, selling an estimated $2.42K and leaving 6,109 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #387.

Grimes & Company first reported a position in FE in Q1 2021 and has held it in 22 quarters since. The position peaked at $416K in Q3 2025. 336 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Grimes & Company held 6,109 shares of FirstEnergy worth $290K as of Q2 2026.
Grimes & Company sold 51 FirstEnergy shares in Q2 2026, an estimated $2.42K.
FirstEnergy made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #387 holding.
Grimes & Company first reported a position in FirstEnergy in Q1 2021 and has held it in 22 quarters since.
Grimes & Company's FirstEnergy position peaked at $416K in Q3 2025.
336 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.