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Harbor Investment Advisory’s FirstEnergy FE Stock Holding History

Harbor Investment Advisory’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 		$866K Hold
18,214
– – 0.06% 231
2026
Q1 		$923K Sell
18,214
-265
-1% -$12.9K 0.07% 204
2025
Q4 		$827K Sell
18,479
-73
-0.4% -$3.35K 0.06% 220
2025
Q3 		$850K Hold
18,552
– – 0.07% 206
2025
Q2 		$747K Hold
18,552
– – 0.07% 207
2025
Q1 		$750K Hold
18,552
– – 0.07% 193
2024
Q4 		$738K Sell
18,552
-1,077
-5% -$45K 0.07% 189
2024
Q3 		$871K Sell
19,629
-8
-0% -$337 0.09% 174
2024
Q2 		$752K Buy
19,637
+8
+0% +$310 0.08% 179
2024
Q1 		$758K Sell
19,629
-680
-3% -$25.4K 0.08% 189
2023
Q4 		$745K Hold
20,309
– – 0.09% 178
2023
Q3 		$694K Hold
20,309
– – 0.09% 165
2023
Q2 		$790K Sell
20,309
-22
-0.1% -$863 0.11% 163
2023
Q1 		$814K Hold
20,331
– – 0.12% 158
2022
Q4 		$853K Hold
20,331
– – 0.13% 148
2022
Q3 		$752K Hold
20,331
– – 0.12% 150
2022
Q2 		$781K Hold
20,331
– – 0.13% 149
2022
Q1 		$932K Sell
20,331
-43
-0.2% -$1.82K 0.12% 146
2021
Q4 		$847K Buy
20,374
+43
+0.2% +$1.66K 0.11% 157
2021
Q3 		$724K Hold
20,331
– – 0.1% 173
2021
Q2 		$757K Hold
20,331
– – 0.1% 166
2021
Q1 		$705K Sell
20,331
-149
-0.7% -$4.87K 0.11% 161
2020
Q4 		$627K Sell
20,480
-28
-0.1% -$839 0.1% 165
2020
Q3 		$589K Buy
20,508
+19,956
+3,615% +$626K 0.11% 148
2020
Q2 		$21K Buy
552
+249
+82% +$10.3K ﹤0.01% 620
2020
Q1 		$12K Sell
303
-1
-0.3% -$46 ﹤0.01% 692
2019
Q4 		$15K Buy
+304
New +$14.5K ﹤0.01% 573

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

Harbor Investment Advisory's FE Position: Q2 2026 in Review

Harbor Investment Advisory held its FirstEnergy (FE) position steady in Q2 2026 at 18,214 shares worth $866K. The position accounts for 0.06% of the portfolio, ranked #231.

Harbor Investment Advisory first reported a position in FE in Q4 2019 and has held it in 27 quarters since. The position peaked at $932K in Q1 2022. 249 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Harbor Investment Advisory held 18,214 shares of FirstEnergy worth $866K as of Q2 2026.
  • Harbor Investment Advisory left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up 0.06% of Harbor Investment Advisory's portfolio in Q2 2026, its #231 holding.
  • Harbor Investment Advisory first reported a position in FirstEnergy in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's FirstEnergy position peaked at $932K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.