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Timothy G. Youngquist 2020 Irrevocable Trust’s FirstEnergy FE Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-181
Closed -$9.17K – 257
2026
Q1 		$9.17K Buy
+181
New +$8.78K ﹤0.01% 406

Other funds holding FE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Timothy G. Youngquist 2020 Irrevocable Trust's FE Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 181 shares — an estimated $9.17K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in FE in Q1 2026 and held it in 1 quarter. The position peaked at $9.17K in Q1 2026. 510 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 181 FirstEnergy shares in Q2 2026, an estimated $9.17K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in FirstEnergy in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's FirstEnergy position peaked at $9.17K in Q1 2026.
  • 510 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.