JWCA
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J.W. Cole Advisors’s FirstEnergy FE Stock Holding History

J.W. Cole Advisors’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 		$853K Buy
+17,944
New +$852K 0.01% 795
2026
Q1 		– Sell
-16,972
Closed -$758K – 983
2025
Q4 		$758K Buy
16,972
+693
+4% +$31.8K 0.02% 736
2025
Q3 		$746K Buy
16,279
+828
+5% +$35.3K 0.01% 828
2025
Q2 		$622K Buy
15,451
+2,640
+21% +$109K 0.01% 841
2025
Q1 		$518K Buy
+12,811
New +$510K 0.02% 757
2023
Q3 		– Sell
-5,244
Closed -$204K – 755
2023
Q2 		$204K Sell
5,244
-1,405
-21% -$55.1K 0.01% 704
2023
Q1 		$266K Buy
6,649
+159
+2% +$6.42K 0.02% 647
2022
Q4 		$272K Sell
6,490
-598
-8% -$23.4K 0.02% 597
2022
Q3 		$262K Buy
+7,088
New +$280K 0.02% 583
2022
Q2 		– Sell
-8,048
Closed -$369K – 753
2022
Q1 		$369K Sell
8,048
-411
-5% -$17.4K 0.02% 552
2021
Q4 		$352K Sell
8,459
-51
-0.6% -$1.97K 0.02% 588
2021
Q3 		$305K Sell
8,510
-663
-7% -$25.2K 0.02% 355
2021
Q2 		$341K Sell
9,173
-297
-3% -$11K 0.03% 543
2021
Q1 		$329K Sell
9,470
-10
-0.1% -$327 0.03% 489
2020
Q4 		$290K Sell
9,480
-10,967
-54% -$329K 0.03% 487
2020
Q3 		$587K Buy
+20,447
New +$641K 0.05% 377
2020
Q1 		– Sell
-9,567
Closed -$465K – 231
2019
Q4 		$465K Buy
+9,567
New +$457K 0.06% 317

Other funds holding FE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

J.W. Cole Advisors's FE Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in FirstEnergy (FE) in Q2 2026: 17,944 shares worth $853K. The stake represents 0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in FE as recently as Q4 2025.

J.W. Cole Advisors first reported a position in FE in Q4 2019 and has held it in 17 quarters since. 249 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • J.W. Cole Advisors held 17,944 shares of FirstEnergy worth $853K as of Q2 2026.
  • FirstEnergy was a new J.W. Cole Advisors position in Q2 2026.
  • FirstEnergy made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #795 holding.
  • J.W. Cole Advisors first reported a position in FirstEnergy in Q4 2019 and has held it in 17 quarters since.
  • 249 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.