NGA
FE icon

Naples Global Advisors’s FirstEnergy FE Stock Holding History

Naples Global 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 		$212K Sell
4,450
-1,178
-21% -$55.9K 0.01% 455
2026
Q1 		$285K Buy
5,628
+458
+9% +$22.2K 0.02% 395
2025
Q4 		$231K Hold
5,170
– – 0.02% 414
2025
Q3 		$237K Hold
5,170
– – 0.02% 412
2025
Q2 		$208K Buy
+5,170
New +$213K 0.02% 411
2024
Q4 		– Sell
-4,750
Closed -$211K – 406
2024
Q3 		$211K Buy
+4,750
New +$200K 0.02% 386
2023
Q2 		– Sell
-5,150
Closed -$206K – 397
2023
Q1 		$206K Buy
+5,150
New +$208K 0.03% 377
2022
Q3 		– Sell
-5,313
Closed -$204K – 374
2022
Q2 		$204K Hold
5,313
– – 0.03% 366
2022
Q1 		$244K Hold
5,313
– – 0.03% 368
2021
Q4 		$221K Buy
+5,313
New +$205K 0.03% 379

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

Naples Global Advisors's FE Position: Q2 2026 in Review

Naples Global Advisors reduced its FirstEnergy (FE) stake by 21% in Q2 2026, selling an estimated $55.9K and leaving 4,450 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #455.

Naples Global Advisors first reported a position in FE in Q4 2021 and has held it in 10 quarters since. The position peaked at $285K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Naples Global Advisors held 4,450 shares of FirstEnergy worth $212K as of Q2 2026.
  • Naples Global Advisors sold 1,178 FirstEnergy shares in Q2 2026, an estimated $55.9K.
  • FirstEnergy made up 0.01% of Naples Global Advisors's portfolio in Q2 2026, its #455 holding.
  • Naples Global Advisors first reported a position in FirstEnergy in Q4 2021 and has held it in 10 quarters since.
  • Naples Global Advisors's FirstEnergy position peaked at $285K in Q1 2026.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.