HIC
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Holderness Investments Company’s FirstEnergy FE Stock Holding History

Holderness Investments 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 		$1.84M Buy
38,641
+258
+0.7% +$12.3K 0.31% 71
2026
Q1 		$1.94M Buy
38,383
+10,267
+37% +$498K 0.39% 66
2025
Q4 		$1.26M Buy
+28,116
New +$1.29M 0.26% 79

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Holderness Investments Company's FE Position: Q2 2026 in Review

Holderness Investments Company increased its FirstEnergy (FE) stake by 0.67% in Q2 2026, buying an estimated $12.3K and bringing the position to 38,641 shares worth $1.84M. The position accounts for 0.31% of the portfolio, ranked #71.

Holderness Investments Company first reported a position in FE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.94M in Q1 2026. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Holderness Investments Company held 38,641 shares of FirstEnergy worth $1.84M as of Q2 2026.
  • Holderness Investments Company bought 258 FirstEnergy shares in Q2 2026, an estimated $12.3K.
  • FirstEnergy made up 0.31% of Holderness Investments Company's portfolio in Q2 2026, its #71 holding.
  • Holderness Investments Company first reported a position in FirstEnergy in Q4 2025 and has held it in 3 quarters since.
  • Holderness Investments Company's FirstEnergy position peaked at $1.94M in Q1 2026.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Holderness Investments Company's 13F filing for Q2 2026, filed 12 Aug 2026.