LTAS
FE icon

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
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% -$14.3K 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

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

Linden Thomas Advisory Services's FE Position: Q2 2026 in Review

Linden Thomas Advisory Services increased its FirstEnergy (FE) stake by 2.6% in Q2 2026, buying an estimated $52.9K and bringing the position to 44,227 shares worth $2.1M. The position accounts for 0.17% of the portfolio, ranked #202.

Linden Thomas Advisory Services first reported a position in FE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.18M in Q1 2026. 227 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Linden Thomas Advisory Services held 44,227 shares of FirstEnergy worth $2.1M as of Q2 2026.
  • Linden Thomas Advisory Services bought 1,115 FirstEnergy shares in Q2 2026, an estimated $52.9K.
  • FirstEnergy made up 0.17% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #202 holding.
  • Linden Thomas Advisory Services first reported a position in FirstEnergy in Q4 2022 and has held it in 15 quarters since.
  • Linden Thomas Advisory Services's FirstEnergy position peaked at $2.18M in Q1 2026.
  • 227 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.