Private Capital Management (Florida)’s FirstEnergy FE Stock Holding History

Private Capital Management (Florida)’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	$1.88M	Buy	39,523 +7,895	+25%	+$375K	0.17%	74
2026 Q1	$1.6M	Buy	31,628 +2,100	+7%	+$102K	0.16%	80
2025 Q4	$1.32M	Sell	29,528 -99	-0.3%	-$4.55K	0.12%	84
2025 Q3	$1.36M	Sell	29,627 -100	-0.3%	-$4.27K	0.12%	82
2025 Q2	$1.2M	Sell	29,727 -5,400	-15%	-$223K	0.12%	83
2025 Q1	$1.42M	Buy	35,127 +11,600	+49%	+$462K	0.16%	66
2024 Q4	$936K	Buy	23,527 +7,827	+50%	+$327K	0.1%	73
2024 Q3	$696K	Buy	15,700 +700	+5%	+$29.5K	0.07%	82
2024 Q2	$574K	Hold	15,000	–	–	0.07%	87
2024 Q1	$579K	Hold	15,000	–	–	0.06%	88
2023 Q4	$550K	Hold	15,000	–	–	0.06%	96
2023 Q3	$513K	Hold	15,000	–	–	0.06%	99
2023 Q2	$583K	Buy	15,000 +4,500	+43%	+$177K	0.07%	83
2023 Q1	$421K	Buy	10,500 +5,000	+91%	+$202K	0.05%	93
2022 Q4	$231K	Hold	5,500	–	–	0.03%	110
2022 Q3	$204K	Buy	+5,500	New	+$217K	0.03%	134
2020 Q4	–	Sell	-14,700	Closed	-$441K	–	65
2020 Q3	$422K	Buy	+14,700	New	+$461K	0.1%	64

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

Private Capital Management (Florida)'s FE Position: Q2 2026 in Review

Private Capital Management (Florida) increased its FirstEnergy (FE) stake by 25% in Q2 2026, buying an estimated $375K and bringing the position to 39,523 shares worth $1.88M. The position accounts for 0.17% of the portfolio, ranked #74.

Private Capital Management (Florida) first reported a position in FE in Q3 2020 and has held it in 17 quarters since. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Private Capital Management (Florida) held 39,523 shares of FirstEnergy worth $1.88M as of Q2 2026.
Private Capital Management (Florida) bought 7,895 FirstEnergy shares in Q2 2026, an estimated $375K.
FirstEnergy made up 0.17% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #74 holding.
Private Capital Management (Florida) first reported a position in FirstEnergy in Q3 2020 and has held it in 17 quarters since.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2026, filed 14 Aug 2026.