Harvest Portfolios Group’s FirstEnergy FE Stock Holding History

Harvest Portfolios Group’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	$13.7M	Buy	288,530 +40,840	+16%	+$1.94M	0.19%	88
2026 Q1	$12.5M	Buy	247,690 +47,835	+24%	+$2.32M	0.21%	86
2025 Q4	$8.95M	Sell	199,855 -9,086	-4%	-$417K	0.16%	90
2025 Q3	$9.57M	Buy	208,941 +27,655	+15%	+$1.18M	0.18%	82
2025 Q2	$7.3M	Buy	181,286 +32,810	+22%	+$1.35M	0.17%	84
2025 Q1	$6M	Buy	148,476 +798	+0.5%	+$31.8K	0.18%	96
2024 Q4	$5.87M	Buy	147,678 +16,914	+13%	+$707K	0.2%	81
2024 Q3	$5.8M	Buy	130,764 +2,227	+2%	+$93.7K	0.19%	85
2024 Q2	$4.92M	Buy	128,537 +10,119	+9%	+$392K	0.19%	90
2024 Q1	$4.57M	Buy	118,418 +2,693	+2%	+$101K	0.18%	94
2023 Q4	$4.24M	Buy	115,725 +5,138	+5%	+$186K	0.18%	95
2023 Q3	$3.78M	Buy	110,587 +7,502	+7%	+$279K	0.18%	94
2023 Q2	$4.01M	Buy	103,085 +3,076	+3%	+$121K	0.18%	89
2023 Q1	$4.01M	Buy	100,009 +7,237	+8%	+$292K	0.2%	80
2022 Q4	$3.89M	Buy	+92,772	New	+$3.63M	0.22%	69

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Harvest Portfolios Group's FE Position: Q2 2026 in Review

Harvest Portfolios Group increased its FirstEnergy (FE) stake by 16% in Q2 2026, buying an estimated $1.94M and bringing the position to 288,530 shares worth $13.7M. The position accounts for 0.19% of the portfolio, ranked #88.

Harvest Portfolios Group first reported a position in FE in Q4 2022 and has held it in 15 quarters since. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Harvest Portfolios Group held 288,530 shares of FirstEnergy worth $13.7M as of Q2 2026.
Harvest Portfolios Group bought 40,840 FirstEnergy shares in Q2 2026, an estimated $1.94M.
FirstEnergy made up 0.19% of Harvest Portfolios Group's portfolio in Q2 2026, its #88 holding.
Harvest Portfolios Group first reported a position in FirstEnergy in Q4 2022 and has held it in 15 quarters since.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.