Spirit of America Management Corp’s FirstEnergy FE Stock Holding History

Spirit of America Management Corp’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	$1.74M	Buy	36,600 +1,150	+3%	+$54.6K	0.33%	88
2026 Q1	$1.8M	Buy	35,450 +1,650	+5%	+$80K	0.35%	85
2025 Q4	$1.51M	Buy	33,800 +2,700	+9%	+$124K	0.32%	89
2025 Q3	$1.43M	Buy	31,100 +3,150	+11%	+$134K	0.29%	95
2025 Q2	$1.13M	Buy	27,950 +3,500	+14%	+$144K	0.23%	116
2025 Q1	$988K	Buy	24,450 +3,000	+14%	+$119K	0.2%	118
2024 Q4	$853K	Buy	21,450 +7,750	+57%	+$324K	0.17%	126
2024 Q3	$608K	Buy	13,700 +1,000	+8%	+$42.1K	0.12%	158
2024 Q2	$486K	Hold	12,700	–	–	0.1%	166
2024 Q1	$490K	Buy	12,700 +400	+3%	+$15K	0.1%	161
2023 Q4	$451K	Hold	12,300	–	–	0.1%	167
2023 Q3	$420K	Buy	12,300 +3,200	+35%	+$119K	0.1%	153
2023 Q2	$354K	Buy	9,100 +5,600	+160%	+$220K	0.08%	166
2023 Q1	$140K	Buy	+3,500	New	+$141K	0.03%	198

Other funds holding FE

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Spirit of America Management Corp's FE Position: Q2 2026 in Review

Spirit of America Management Corp increased its FirstEnergy (FE) stake by 3.2% in Q2 2026, buying an estimated $54.6K and bringing the position to 36,600 shares worth $1.74M. The position accounts for 0.33% of the portfolio, ranked #88.

Spirit of America Management Corp first reported a position in FE in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.8M in Q1 2026. 552 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Spirit of America Management Corp held 36,600 shares of FirstEnergy worth $1.74M as of Q2 2026.
Spirit of America Management Corp bought 1,150 FirstEnergy shares in Q2 2026, an estimated $54.6K.
FirstEnergy made up 0.33% of Spirit of America Management Corp's portfolio in Q2 2026, its #88 holding.
Spirit of America Management Corp first reported a position in FirstEnergy in Q1 2023 and has held it in 14 quarters since.
Spirit of America Management Corp's FirstEnergy position peaked at $1.8M in Q1 2026.
552 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.