HHGA
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Halbert Hargrove Global Advisors’s FirstEnergy FE Stock Holding History

Halbert Hargrove Global Advisors’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 		$145 Buy
+3
New +$142 ﹤0.01% 686
2025
Q2 		– Sell
-47
Closed -$1.9K – 431
2025
Q1 		$1.9K Buy
+47
New +$1.87K ﹤0.01% 406

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Halbert Hargrove Global Advisors's FE Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in FirstEnergy (FE) in Q2 2026: 3 shares worth $145. The stake represents ﹤0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in FE as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in FE in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.9K in Q1 2025. 227 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Halbert Hargrove Global Advisors held 3 shares of FirstEnergy worth $145 as of Q2 2026.
  • FirstEnergy was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • FirstEnergy made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #686 holding.
  • Halbert Hargrove Global Advisors first reported a position in FirstEnergy in Q1 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's FirstEnergy position peaked at $1.9K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.