IF
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IRON Financial’s FirstEnergy FE Stock Holding History

IRON 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 		$866K Buy
18,210
+1,247
+7% +$59.2K 0.36% 52
2026
Q1 		$859K Buy
+16,963
New +$823K 0.38% 50

Other funds holding FE

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
AA
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

IRON Financial's FE Position: Q2 2026 in Review

IRON Financial increased its FirstEnergy (FE) stake by 7.4% in Q2 2026, buying an estimated $59.2K and bringing the position to 18,210 shares worth $866K. The position accounts for 0.36% of the portfolio, ranked #52.

IRON Financial first reported a position in FE in Q1 2026 and has held it in 2 quarters since. 351 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • IRON Financial held 18,210 shares of FirstEnergy worth $866K as of Q2 2026.
  • IRON Financial bought 1,247 FirstEnergy shares in Q2 2026, an estimated $59.2K.
  • FirstEnergy made up 0.36% of IRON Financial's portfolio in Q2 2026, its #52 holding.
  • IRON Financial first reported a position in FirstEnergy in Q1 2026 and has held it in 2 quarters since.
  • 351 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.