Sanibel Captiva Trust Company’s FirstEnergy FE Stock Holding History

Sanibel Captiva Trust Company’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	$218K	Sell	4,585 -670	-13%	-$31.8K	0.01%	445
2026 Q1	$266K	Hold	5,255	–	–	0.01%	395
2025 Q4	$235K	Hold	5,255	–	–	0.01%	390
2025 Q3	$241K	Hold	5,255	–	–	0.01%	379
2025 Q2	$212K	Sell	5,255 -577	-10%	-$23.8K	0.01%	383
2025 Q1	$236K	Sell	5,832 -804	-12%	-$32K	0.01%	365
2024 Q4	$264K	Sell	6,636 -463	-7%	-$19.4K	0.01%	348
2024 Q3	$315K	Sell	7,099 -176	-2%	-$7.41K	0.01%	326
2024 Q2	$278K	Sell	7,275 -700	-9%	-$27.1K	0.01%	321
2024 Q1	$308K	Sell	7,975 -190	-2%	-$7.11K	0.01%	314
2023 Q4	$299K	Buy	+8,165	New	+$296K	0.01%	299

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

Sanibel Captiva Trust Company's FE Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its FirstEnergy (FE) stake by 13% in Q2 2026, selling an estimated $31.8K and leaving 4,585 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #445.

Sanibel Captiva Trust Company first reported a position in FE in Q4 2023 and has held it in 11 quarters since. The position peaked at $315K in Q3 2024. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Sanibel Captiva Trust Company held 4,585 shares of FirstEnergy worth $218K as of Q2 2026.
Sanibel Captiva Trust Company sold 670 FirstEnergy shares in Q2 2026, an estimated $31.8K.
FirstEnergy made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #445 holding.
Sanibel Captiva Trust Company first reported a position in FirstEnergy in Q4 2023 and has held it in 11 quarters since.
Sanibel Captiva Trust Company's FirstEnergy position peaked at $315K in Q3 2024.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.