Linden Thomas Advisory Services
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Linden Thomas Advisory Services’s FirstEnergy FE Stock Holding History

Linden Thomas Advisory Services’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
Q3 		$1.94M Buy
44,728
+501
+1% +$23.5K 0.15% 224
2026
Q2 		$2.1M Buy
44,227
+1,115
+3% +$52.9K 0.17% 202
2026
Q1 		$2.18M Buy
43,112
+1,193
+3% +$57.9K 0.21% 166
2025
Q4 		$1.88M Buy
41,919
+1,036
+3% +$47.6K 0.19% 168
2025
Q3 		$1.87M Buy
40,883
+383
+0.9% +$16.4K 0.19% 167
2025
Q2 		$1.63M Buy
40,500
+1,686
+4% +$69.6K 0.18% 190
2025
Q1 		$1.57M Buy
38,814
+149
+0.4% +$5.93K 0.2% 184
2024
Q4 		$1.54M Buy
38,665
+17
+0% +$711 0.19% 188
2024
Q3 		$1.71M Sell
38,648
-91
-0.2% -$3.83K 0.23% 160
2024
Q2 		$1.48M Sell
38,739
-370
-0.9% -$14.4K 0.23% 180
2024
Q1 		$1.51M Buy
39,109
+100
+0.3% +$3.74K 0.24% 164
2023
Q4 		$1.43M Buy
39,009
+2,401
+7% +$86.9K 0.27% 157
2023
Q3 		$1.25M Sell
36,608
-1,845
-5% -$68.6K 0.28% 162
2023
Q2 		$1.5M Buy
38,453
+1,047
+3% +$41.1K 0.33% 100
2023
Q1 		$1.5M Buy
37,406
+3,780
+11% +$153K 0.37% 97
2022
Q4 		$1.41M Buy
+33,626
New +$1.31M 0.4% 91

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Linden Thomas Advisory Services's FE Position: Q3 2026 in Review

Linden Thomas Advisory Services increased its FirstEnergy (FE) stake by 1.1% in Q3 2026, buying an estimated $23.5K and bringing the position to 44,728 shares worth $1.94M. The position accounts for 0.15% of the portfolio, ranked #224.

Linden Thomas Advisory Services first reported a position in FE in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.18M in Q1 2026. 644 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Linden Thomas Advisory Services held 44,728 shares of FirstEnergy worth $1.94M as of Q3 2026.
  • Linden Thomas Advisory Services bought 501 FirstEnergy shares in Q3 2026, an estimated $23.5K.
  • FirstEnergy made up 0.15% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #224 holding.
  • Linden Thomas Advisory Services first reported a position in FirstEnergy in Q4 2022 and has held it in 16 quarters since.
  • Linden Thomas Advisory Services's FirstEnergy position peaked at $2.18M in Q1 2026.
  • 644 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.