Independence Bank of Kentucky’s FirstEnergy FE Stock Holding History

Independence Bank of Kentucky’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	$81.3K	Hold	1,710	–	–	0.01%	358
2026 Q1	$86.6K	Sell	1,710 -29	-2%	-$1.41K	0.01%	359
2025 Q4	$77.9K	Buy	1,739 +29	+2%	+$1.33K	0.01%	383
2025 Q3	$78.4K	Hold	1,710	–	–	0.01%	373
2025 Q2	$68.8K	Sell	1,710 -250	-13%	-$10.3K	0.01%	373
2025 Q1	$79.2K	Hold	1,960	–	–	0.01%	361
2024 Q4	$78K	Hold	1,960	–	–	0.01%	366
2024 Q3	$86.9K	Buy	1,960 +210	+12%	+$8.84K	0.02%	341
2024 Q2	$67K	Hold	1,750	–	–	0.02%	330
2024 Q1	$67.6K	Sell	1,750 -389	-18%	-$14.6K	0.02%	316
2023 Q4	$78.4K	Hold	2,139	–	–	0.03%	277
2023 Q3	$73.1K	Hold	2,139	–	–	0.03%	258
2023 Q2	$83.2K	Buy	+2,139	New	+$83.9K	0.03%	247
2018 Q4	–	Sell	-350	Closed	-$13K	–	369
2018 Q3	$13K	Hold	350	–	–	0.01%	261
2018 Q2	$13K	Hold	350	–	–	0.01%	247
2018 Q1	$12K	Hold	350	–	–	0.01%	258
2017 Q4	$11K	Buy	+350	New	+$11.4K	0.01%	249

Other funds holding FE

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Independence Bank of Kentucky's FE Position: Q2 2026 in Review

Independence Bank of Kentucky held its FirstEnergy (FE) position steady in Q2 2026 at 1,710 shares worth $81.3K. The position accounts for 0.01% of the portfolio, ranked #358.

Independence Bank of Kentucky first reported a position in FE in Q4 2017 and has held it in 17 quarters since. The position peaked at $86.9K in Q3 2024. 351 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Independence Bank of Kentucky held 1,710 shares of FirstEnergy worth $81.3K as of Q2 2026.
Independence Bank of Kentucky left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #358 holding.
Independence Bank of Kentucky first reported a position in FirstEnergy in Q4 2017 and has held it in 17 quarters since.
Independence Bank of Kentucky's FirstEnergy position peaked at $86.9K in Q3 2024.
351 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.