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 Q2	$14.6K	Hold	308	–	–	﹤0.01%	200
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 $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

SRH Advisors's FE Position: Q2 2026 in Review

SRH Advisors held its FirstEnergy (FE) position steady in Q2 2026 at 308 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

SRH Advisors first reported a position in FE in Q3 2018 and has held it in 32 quarters since. The position peaked at $15.6K in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

SRH Advisors held 308 shares of FirstEnergy worth $14.6K as of Q2 2026.
SRH Advisors left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up ﹤0.01% of SRH Advisors's portfolio in Q2 2026, its #200 holding.
SRH Advisors first reported a position in FirstEnergy in Q3 2018 and has held it in 32 quarters since.
SRH Advisors's FirstEnergy position peaked at $15.6K in Q1 2026.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.