SRH Advisors’s FirstEnergy FE Stock Holding History

SRH 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 Q1	$15.6K	Hold	308	–	–	﹤0.01%	198
2025 Q4	$13.8K	Hold	308	–	–	﹤0.01%	203
2025 Q3	$14.1K	Hold	308	–	–	﹤0.01%	192
2025 Q2	$12.4K	Hold	308	–	–	﹤0.01%	197
2025 Q1	$12.4K	Hold	308	–	–	﹤0.01%	198
2024 Q4	$12.3K	Hold	308	–	–	﹤0.01%	205
2024 Q3	$13.7K	Hold	308	–	–	﹤0.01%	197
2024 Q2	$11.8K	Hold	308	–	–	﹤0.01%	203
2024 Q1	$11.9K	Hold	308	–	–	﹤0.01%	207
2023 Q4	$11.3K	Hold	308	–	–	﹤0.01%	201
2023 Q3	$10.5K	Hold	308	–	–	0.01%	192
2023 Q2	$12.3K	Hold	308	–	–	0.01%	187
2023 Q1	$12K	Hold	308	–	–	0.01%	188
2022 Q4	$13K	Hold	308	–	–	0.01%	181
2022 Q3	$11K	Hold	308	–	–	0.01%	198
2022 Q2	$12K	Hold	308	–	–	0.01%	192
2022 Q1	$14K	Hold	308	–	–	0.02%	197
2021 Q4	$13K	Hold	308	–	–	0.01%	204
2021 Q3	$11K	Hold	308	–	–	0.01%	208
2021 Q2	$11K	Hold	308	–	–	0.01%	206
2021 Q1	$11K	Hold	308	–	–	0.02%	200
2020 Q4	$9K	Hold	308	–	–	0.01%	206
2020 Q3	$9K	Hold	308	–	–	0.02%	184
2020 Q2	$12K	Hold	308	–	–	0.03%	155
2020 Q1	$12K	Hold	308	–	–	0.03%	143
2019 Q4	$15K	Hold	308	–	–	0.05%	136
2019 Q3	$15K	Hold	308	–	–	0.05%	136
2019 Q2	$13K	Hold	308	–	–	0.04%	150
2019 Q1	$13K	Hold	308	–	–	0.05%	141
2018 Q4	$12K	Hold	308	–	–	0.05%	143
2018 Q3	$11K	Buy	+308	New	+$11.3K	0.04%	171

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SRH Advisors's FE Position: Q1 2026 in Review

SRH Advisors held its FirstEnergy (FE) position steady in Q1 2026 at 308 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

SRH Advisors first reported a position in FE in Q3 2018 and has held it in 31 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

SRH Advisors held 308 shares of FirstEnergy worth $15.6K as of Q1 2026.
SRH Advisors left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up ﹤0.01% of SRH Advisors's portfolio in Q1 2026, its #198 holding.
SRH Advisors first reported a position in FirstEnergy in Q3 2018 and has held it in 31 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.