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LRI Investments’s FirstEnergy FE Stock Holding History

LRI Investments’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 		$1.24K Buy
+26
New +$1.24K ﹤0.01% 1333

Other funds holding FE

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LRI Investments's FE Position: Q2 2026 in Review

LRI Investments opened a new position in FirstEnergy (FE) in Q2 2026: 26 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #1333 among its holdings.

351 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • LRI Investments held 26 shares of FirstEnergy worth $1.24K as of Q2 2026.
  • FirstEnergy was a new LRI Investments position in Q2 2026.
  • FirstEnergy made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1333 holding.
  • 351 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.