Loring Wolcott & Coolidge Fiduciary Advisors’s FirstEnergy FE Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$91.8K	Hold	1,931	–	–	﹤0.01%	393
2026 Q1	$99.3K	Hold	1,931	–	–	﹤0.01%	382
2025 Q4	$91.8K	Hold	1,931	–	–	﹤0.01%	384
2025 Q3	$89.8K	Hold	1,931	–	–	﹤0.01%	388
2025 Q2	$77.7K	Hold	1,931	–	–	﹤0.01%	364
2025 Q1	$82.2K	Hold	1,931	–	–	﹤0.01%	350
2024 Q4	$78.9K	Hold	1,931	–	–	﹤0.01%	362
2024 Q3	$85.1K	Sell	1,931 -312	-14%	-$13.1K	﹤0.01%	353
2024 Q2	$87.4K	Buy	2,243 +312	+16%	+$12.1K	﹤0.01%	346
2024 Q1	$73.8K	Hold	1,931	–	–	﹤0.01%	360
2023 Q4	$70.8K	Hold	1,931	–	–	﹤0.01%	377
2023 Q3	$70.6K	Hold	1,931	–	–	﹤0.01%	390
2023 Q2	$75.1K	Hold	1,931	–	–	﹤0.01%	394
2023 Q1	$77.4K	Sell	1,931 -331	-15%	-$13.4K	﹤0.01%	366
2022 Q4	$94.9K	Hold	2,262	–	–	﹤0.01%	352
2022 Q3	$84K	Sell	2,262 -312	-12%	-$12.3K	﹤0.01%	364
2022 Q2	$99K	Buy	2,574 +312	+14%	+$13.3K	﹤0.01%	358
2022 Q1	$104K	Hold	2,262	–	–	﹤0.01%	370
2021 Q4	$94K	Buy	2,262 +331	+17%	+$12.8K	﹤0.01%	390
2021 Q3	$69K	Hold	1,931	–	–	﹤0.01%	429
2021 Q2	$72K	Buy	+1,931	New	+$71.8K	﹤0.01%	438
2021 Q1	–	Sell	-3,179	Closed	-$97K	–	446
2020 Q4	$97K	Buy	3,179 +1,248	+65%	+$37.4K	﹤0.01%	356
2020 Q3	$55K	Hold	1,931	–	–	﹤0.01%	388
2020 Q2	$75K	Hold	1,931	–	–	﹤0.01%	342
2020 Q1	$77K	Hold	1,931	–	–	﹤0.01%	325
2019 Q4	$94K	Hold	1,931	–	–	﹤0.01%	354
2019 Q3	$93K	Hold	1,931	–	–	﹤0.01%	349
2019 Q2	$83K	Hold	1,931	–	–	﹤0.01%	353
2019 Q1	$80K	Hold	1,931	–	–	﹤0.01%	354
2018 Q4	$73K	Hold	1,931	–	–	﹤0.01%	362
2018 Q3	$72K	Hold	1,931	–	–	﹤0.01%	385
2018 Q2	$69K	Hold	1,931	–	–	﹤0.01%	392
2018 Q1	$66K	Hold	1,931	–	–	﹤0.01%	409
2017 Q4	$59K	Hold	1,931	–	–	﹤0.01%	418
2017 Q3	$60K	Hold	1,931	–	–	﹤0.01%	407
2017 Q2	$62K	Buy	+1,931	New	+$57.4K	﹤0.01%	401
2015 Q4	–	Sell	-150	Closed	-$5K	–	653
2015 Q3	$5K	Hold	150	–	–	﹤0.01%	581
2015 Q2	$5K	Hold	150	–	–	﹤0.01%	581
2015 Q1	$5K	Hold	150	–	–	﹤0.01%	591
2014 Q4	$6K	Hold	150	–	–	﹤0.01%	589
2014 Q3	$5K	Hold	150	–	–	﹤0.01%	567
2014 Q2	$5K	Hold	150	–	–	﹤0.01%	588
2014 Q1	$5K	Hold	150	–	–	﹤0.01%	582
2013 Q4	$5K	Hold	150	–	–	﹤0.01%	553
2013 Q3	$5K	Hold	150	–	–	﹤0.01%	523
2013 Q2	$6K	Buy	+150	New	+$6.31K	﹤0.01%	557

Other funds holding FE

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

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 New York $167B AUM 44.17% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FE Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its FirstEnergy (FE) position steady in Q2 2026 at 1,931 shares worth $91.8K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FE in Q2 2013 and has held it in 46 quarters since. The position peaked at $104K in Q1 2022. 399 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,931 shares of FirstEnergy worth $91.8K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #393 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FirstEnergy in Q2 2013 and has held it in 46 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's FirstEnergy position peaked at $104K in Q1 2022.
399 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.