Occudo Quantitative Strategies’s FirstEnergy FE Stock Holding History

Occudo Quantitative Strategies’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	$752K	Buy	15,820 +3,230	+26%	+$153K	0.04%	429
2026 Q1	$598K	Buy	+12,590	New	+$611K	0.03%	478
2025 Q2	–	Sell	-16,056	Closed	-$643K	–	716
2025 Q1	$643K	Buy	16,056 +967	+6%	+$38.5K	0.09%	319
2024 Q4	$600K	Sell	15,089 -11,435	-43%	-$478K	0.11%	268
2024 Q3	$1.18M	Buy	+26,524	New	+$1.12M	0.21%	125
2023 Q2	–	Sell	-94,524	Closed	-$3.79M	–	1092
2023 Q1	$3.79M	Buy	+94,524	New	+$3.82M	0.34%	68
2022 Q3	–	Sell	-43,991	Closed	-$1.69M	–	1262
2022 Q2	$1.69M	Buy	+43,991	New	+$1.88M	0.14%	224
2021 Q2	–	Sell	-10,932	Closed	-$379K	–	939
2021 Q1	$379K	Buy	+10,932	New	+$357K	0.08%	424

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Occudo Quantitative Strategies's FE Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its FirstEnergy (FE) stake by 26% in Q2 2026, buying an estimated $153K and bringing the position to 15,820 shares worth $752K. The position accounts for 0.04% of the portfolio, ranked #429.

Occudo Quantitative Strategies first reported a position in FE in Q1 2021 and has held it in 8 quarters since. The position peaked at $3.79M in Q1 2023. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Occudo Quantitative Strategies held 15,820 shares of FirstEnergy worth $752K as of Q2 2026.
Occudo Quantitative Strategies bought 3,230 FirstEnergy shares in Q2 2026, an estimated $153K.
FirstEnergy made up 0.04% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #429 holding.
Occudo Quantitative Strategies first reported a position in FirstEnergy in Q1 2021 and has held it in 8 quarters since.
Occudo Quantitative Strategies's FirstEnergy position peaked at $3.79M in Q1 2023.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.