Slocum, Gordon & Co
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Slocum, Gordon & Co’s FirstEnergy FE Stock Holding History

Slocum, Gordon & Co’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
Q3 		$4.7M Buy
108,500
+1,260
+1% +$59.2K 3.28% 9
2026
Q2 		$5.1M Buy
+107,240
New +$5.09M 3.39% 7

Other funds holding FE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Slocum, Gordon & Co's FE Position: Q3 2026 in Review

Slocum, Gordon & Co increased its FirstEnergy (FE) stake by 1.2% in Q3 2026, buying an estimated $59.2K and bringing the position to 108,500 shares worth $4.7M. The position accounts for 3.28% of the portfolio, ranked #9.

Slocum, Gordon & Co first reported a position in FE in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.1M in Q2 2026. 297 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Slocum, Gordon & Co held 108,500 shares of FirstEnergy worth $4.7M as of Q3 2026.
  • Slocum, Gordon & Co bought 1,260 FirstEnergy shares in Q3 2026, an estimated $59.2K.
  • FirstEnergy made up 3.28% of Slocum, Gordon & Co's portfolio in Q3 2026, its #9 holding.
  • Slocum, Gordon & Co first reported a position in FirstEnergy in Q2 2026 and has held it in 2 quarters since.
  • Slocum, Gordon & Co's FirstEnergy position peaked at $5.1M in Q2 2026.
  • 297 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Slocum, Gordon & Co's 13F filing for Q3 2026, filed 19 Oct 2026.