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Midwest Trust’s FirstEnergy FE Stock Holding History

Midwest 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 		$2.43M Buy
51,190
+41
+0.1% +$1.95K 0.03% 284
2026
Q1 		$2.59M Sell
51,149
-3,358
-6% -$163K 0.03% 265
2025
Q4 		$2.44M Buy
54,507
+1,358
+3% +$62.4K 0.03% 262
2025
Q3 		$2.44M Sell
53,149
-934
-2% -$39.9K 0.03% 266
2025
Q2 		$2.18M Buy
+54,083
New +$2.23M 0.03% 273

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Midwest Trust's FE Position: Q2 2026 in Review

Midwest Trust increased its FirstEnergy (FE) stake by 0.08% in Q2 2026, buying an estimated $1.95K and bringing the position to 51,190 shares worth $2.43M. The position accounts for 0.03% of the portfolio, ranked #284.

Midwest Trust first reported a position in FE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.59M in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Midwest Trust held 51,190 shares of FirstEnergy worth $2.43M as of Q2 2026.
  • Midwest Trust bought 41 FirstEnergy shares in Q2 2026, an estimated $1.95K.
  • FirstEnergy made up 0.03% of Midwest Trust's portfolio in Q2 2026, its #284 holding.
  • Midwest Trust first reported a position in FirstEnergy in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's FirstEnergy position peaked at $2.59M in Q1 2026.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.