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Horizon Investment Services’s FirstEnergy FE Stock Holding History

Horizon Investment Services’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 		$278K Buy
5,843
+17
+0.3% +$807 0.08% 123
2026
Q1 		$295K Sell
5,826
-369
-6% -$17.9K 0.1% 113
2025
Q4 		$277K Buy
6,195
+1,811
+41% +$83.2K 0.1% 116
2025
Q3 		$201K Buy
+4,384
New +$187K 0.08% 132

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

Horizon Investment Services's FE Position: Q2 2026 in Review

Horizon Investment Services increased its FirstEnergy (FE) stake by 0.29% in Q2 2026, buying an estimated $807 and bringing the position to 5,843 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #123.

Horizon Investment Services first reported a position in FE in Q3 2025 and has held it in 4 quarters since. The position peaked at $295K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Horizon Investment Services held 5,843 shares of FirstEnergy worth $278K as of Q2 2026.
  • Horizon Investment Services bought 17 FirstEnergy shares in Q2 2026, an estimated $807.
  • FirstEnergy made up 0.08% of Horizon Investment Services's portfolio in Q2 2026, its #123 holding.
  • Horizon Investment Services first reported a position in FirstEnergy in Q3 2025 and has held it in 4 quarters since.
  • Horizon Investment Services's FirstEnergy position peaked at $295K in Q1 2026.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.