Patton Fund Management’s FirstEnergy FE Stock Holding History

Patton Fund Management’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	-5,202	Closed	-$264K	–	234
2026 Q1	$264K	Hold	5,202	–	–	0.04%	242
2025 Q4	$233K	Hold	5,202	–	–	0.03%	209
2025 Q3	$238K	Hold	5,202	–	–	0.04%	312
2025 Q2	$209K	Buy	+5,202	New	+$215K	0.05%	450
2023 Q1	–	Sell	-5,210	Closed	-$219K	–	144
2022 Q4	$219K	Buy	+5,210	New	+$204K	0.06%	105

Other funds holding FE

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Patton Fund Management's FE Position: Q2 2026 in Review

Patton Fund Management sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 5,202 shares — an estimated $264K sold.

Patton Fund Management first reported a position in FE in Q4 2022 and held it in 5 quarters. The position peaked at $264K in Q1 2026. 309 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Patton Fund Management reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 5,202 FirstEnergy shares in Q2 2026, an estimated $264K.
Patton Fund Management first reported a position in FirstEnergy in Q4 2022 and held it in 5 quarters.
Patton Fund Management's FirstEnergy position peaked at $264K in Q1 2026.
309 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.