KOCAA
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Knights of Columbus Asset Advisors’s FirstEnergy FE Stock Holding History

Knights of Columbus Asset 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 		$5.37M Buy
112,908
+3,730
+3% +$177K 0.27% 92
2026
Q1 		$5.53M Buy
109,178
+2,378
+2% +$115K 0.31% 86
2025
Q4 		$4.78M Buy
106,800
+5,170
+5% +$237K 0.27% 98
2025
Q3 		$4.66M Sell
101,630
-2,250
-2% -$96.1K 0.27% 97
2025
Q2 		$4.18M Buy
103,880
+3,474
+3% +$143K 0.25% 103
2025
Q1 		$4.06M Hold
100,406
– – 0.28% 100
2024
Q4 		$3.99M Buy
100,406
+5,522
+6% +$231K 0.26% 114
2024
Q3 		$4.21M Sell
94,884
-120,503
-56% -$5.07M 0.28% 113
2024
Q2 		$8.24M Buy
215,387
+105,974
+97% +$4.11M 0.54% 45
2024
Q1 		$4.23M Buy
109,413
+523
+0.5% +$19.6K 0.31% 112
2023
Q4 		$3.99M Buy
108,890
+3,233
+3% +$117K 0.26% 170
2023
Q3 		$3.61M Buy
105,657
+1,373
+1% +$51.1K 0.33% 96
2023
Q2 		$4.05M Sell
104,284
-2,180
-2% -$85.5K 0.36% 88
2023
Q1 		$4.26M Sell
106,464
-4,101
-4% -$166K 0.42% 71
2022
Q4 		$4.64M Sell
110,565
-10,949
-9% -$428K 0.48% 58
2022
Q3 		$4.5M Sell
121,514
-6,544
-5% -$259K 0.46% 66
2022
Q2 		$4.92M Buy
128,058
+737
+0.6% +$31.5K 0.49% 59
2022
Q1 		$5.84M Buy
127,321
+2,802
+2% +$119K 0.5% 55
2021
Q4 		$5.18M Buy
124,519
+20,160
+19% +$777K 0.42% 80
2021
Q3 		$3.72M Buy
104,359
+948
+0.9% +$36K 0.33% 104
2021
Q2 		$3.85M Buy
103,411
+1,923
+2% +$71.5K 0.35% 99
2021
Q1 		$3.52M Buy
101,488
+4,883
+5% +$159K 0.34% 100
2020
Q4 		$2.96M Buy
96,605
+6,527
+7% +$196K 0.31% 107
2020
Q3 		$2.59M Sell
90,078
-14,024
-13% -$440K 0.32% 109
2020
Q2 		$4.04M Sell
104,102
-585
-0.6% -$24.2K 0.5% 49
2020
Q1 		$4.2M Sell
104,687
-5,629
-5% -$262K 0.53% 44
2019
Q4 		$5.36M Buy
+110,316
New +$5.27M 0.47% 42
2017
Q2 		– Sell
-19,297
Closed -$614K – 93
2017
Q1 		$614K Buy
+19,297
New +$595K 0.43% 81

Other funds holding FE

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
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

Knights of Columbus Asset Advisors's FE Position: Q2 2026 in Review

Knights of Columbus Asset Advisors increased its FirstEnergy (FE) stake by 3.4% in Q2 2026, buying an estimated $177K and bringing the position to 112,908 shares worth $5.37M. The position accounts for 0.27% of the portfolio, ranked #92.

Knights of Columbus Asset Advisors first reported a position in FE in Q1 2017 and has held it in 28 quarters since. The position peaked at $8.24M in Q2 2024. 421 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Knights of Columbus Asset Advisors held 112,908 shares of FirstEnergy worth $5.37M as of Q2 2026.
  • Knights of Columbus Asset Advisors bought 3,730 FirstEnergy shares in Q2 2026, an estimated $177K.
  • FirstEnergy made up 0.27% of Knights of Columbus Asset Advisors's portfolio in Q2 2026, its #92 holding.
  • Knights of Columbus Asset Advisors first reported a position in FirstEnergy in Q1 2017 and has held it in 28 quarters since.
  • Knights of Columbus Asset Advisors's FirstEnergy position peaked at $8.24M in Q2 2024.
  • 421 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.