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 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 $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harvest Portfolios Group's FE Position: Q1 2026 in Review

Harvest Portfolios Group increased its FirstEnergy (FE) stake by 24% in Q1 2026, buying an estimated $2.32M and bringing the position to 247,690 shares worth $12.5M. The position accounts for 0.21% of the portfolio, ranked #86.

Harvest Portfolios Group first reported a position in FE in Q4 2022 and has held it in 14 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Harvest Portfolios Group held 247,690 shares of FirstEnergy worth $12.5M as of Q1 2026.
Harvest Portfolios Group bought 47,835 FirstEnergy shares in Q1 2026, an estimated $2.32M.
FirstEnergy made up 0.21% of Harvest Portfolios Group's portfolio in Q1 2026, its #86 holding.
Harvest Portfolios Group first reported a position in FirstEnergy in Q4 2022 and has held it in 14 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.