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Prosperity Capital Advisors’s FirstEnergy FE Stock Holding History

Prosperity Capital 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 		$534K Buy
11,225
+68
+0.6% +$3.23K 0.03% 264
2026
Q1 		$565K Buy
11,157
+74
+0.7% +$3.59K 0.03% 260
2025
Q4 		$496K Sell
11,083
-495
-4% -$22.7K 0.03% 247
2025
Q3 		$530K Buy
11,578
+268
+2% +$11.4K 0.03% 269
2025
Q2 		$455K Buy
11,310
+95
+0.8% +$3.92K 0.03% 274
2025
Q1 		$453K Buy
11,215
+91
+0.8% +$3.62K 0.04% 244
2024
Q4 		$443K Buy
+11,124
New +$465K 0.04% 234

Other funds holding FE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Prosperity Capital Advisors's FE Position: Q2 2026 in Review

Prosperity Capital Advisors increased its FirstEnergy (FE) stake by 0.61% in Q2 2026, buying an estimated $3.23K and bringing the position to 11,225 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #264.

Prosperity Capital Advisors first reported a position in FE in Q4 2024 and has held it in 7 quarters since. The position peaked at $565K in Q1 2026. 160 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Prosperity Capital Advisors held 11,225 shares of FirstEnergy worth $534K as of Q2 2026.
  • Prosperity Capital Advisors bought 68 FirstEnergy shares in Q2 2026, an estimated $3.23K.
  • FirstEnergy made up 0.03% of Prosperity Capital Advisors's portfolio in Q2 2026, its #264 holding.
  • Prosperity Capital Advisors first reported a position in FirstEnergy in Q4 2024 and has held it in 7 quarters since.
  • Prosperity Capital Advisors's FirstEnergy position peaked at $565K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.