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Ilex Capital Partners’s FirstEnergy FE Stock Holding History

Ilex Capital Partners’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 		$7.08M Buy
+148,917
New +$7.07M 0.15% 62
2025
Q2 		– Sell
-103,300
Closed -$4.18M – 197
2025
Q1 		$4.18M Buy
+103,300
New +$4.11M 0.17% 34

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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

Ilex Capital Partners's FE Position: Q2 2026 in Review

Ilex Capital Partners opened a new position in FirstEnergy (FE) in Q2 2026: 148,917 shares worth $7.08M. The stake represents 0.15% of the portfolio and ranks #62 among its holdings. This is a return to the name: Ilex Capital Partners previously reported a position in FE as recently as Q1 2025.

Ilex Capital Partners first reported a position in FE in Q1 2025 and has held it in 2 quarters since. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Ilex Capital Partners held 148,917 shares of FirstEnergy worth $7.08M as of Q2 2026.
  • FirstEnergy was a new Ilex Capital Partners position in Q2 2026.
  • FirstEnergy made up 0.15% of Ilex Capital Partners's portfolio in Q2 2026, its #62 holding.
  • Ilex Capital Partners first reported a position in FirstEnergy in Q1 2025 and has held it in 2 quarters since.
  • 931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Ilex Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.