IF
FE icon

Intrua Financial’s FirstEnergy FE Stock Holding History

Intrua Financial’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 		$282K Sell
5,923
-4
-0.1% -$190 0.03% 405
2026
Q1 		$300K Buy
5,927
+554
+10% +$26.9K 0.03% 366
2025
Q4 		$241K Sell
5,373
-612
-10% -$28.1K 0.03% 416
2025
Q3 		$274K Sell
5,985
-25
-0.4% -$1.07K 0.03% 373
2025
Q2 		$242K Buy
6,010
+701
+13% +$28.9K 0.03% 327
2025
Q1 		$215K Buy
+5,309
New +$211K 0.03% 347
2022
Q4 		– Sell
-8,893
Closed -$329K – 337
2022
Q3 		$329K Sell
8,893
-313
-3% -$12.4K 0.09% 215
2022
Q2 		$353K Buy
9,206
+1,121
+14% +$47.9K 0.08% 262
2022
Q1 		$371K Sell
8,085
-8,833
-52% -$374K 0.07% 270
2021
Q4 		$704K Sell
16,918
-159
-0.9% -$6.13K 0.12% 167
2021
Q3 		$642K Buy
+17,077
New +$648K 0.12% 175

Other funds holding FE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Intrua Financial's FE Position: Q2 2026 in Review

Intrua Financial reduced its FirstEnergy (FE) stake by 0.07% in Q2 2026, selling an estimated $190 and leaving 5,923 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #405.

Intrua Financial first reported a position in FE in Q3 2021 and has held it in 11 quarters since. The position peaked at $704K in Q4 2021. 377 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Intrua Financial held 5,923 shares of FirstEnergy worth $282K as of Q2 2026.
  • Intrua Financial sold 4 FirstEnergy shares in Q2 2026, an estimated $190.
  • FirstEnergy made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #405 holding.
  • Intrua Financial first reported a position in FirstEnergy in Q3 2021 and has held it in 11 quarters since.
  • Intrua Financial's FirstEnergy position peaked at $704K in Q4 2021.
  • 377 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.