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Stephens Inc’s FirstEnergy FE Stock Holding History

Stephens Inc’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 		$526K Sell
11,065
-959
-8% -$45.5K 0.01% 868
2026
Q1 		$609K Buy
12,024
+873
+8% +$42.3K 0.01% 795
2025
Q4 		$499K Sell
11,151
-391
-3% -$18K 0.01% 846
2025
Q3 		$529K Buy
11,542
+1,110
+11% +$47.4K 0.01% 831
2025
Q2 		$420K Buy
10,432
+3,017
+41% +$124K 0.01% 902
2025
Q1 		$300K Sell
7,415
-176
-2% -$7.01K ﹤0.01% 992
2024
Q4 		$302K Sell
7,591
-1,090
-13% -$45.6K ﹤0.01% 1013
2024
Q3 		$385K Sell
8,681
-1,155
-12% -$48.6K 0.01% 932
2024
Q2 		$376K Sell
9,836
-234
-2% -$9.07K 0.01% 908
2024
Q1 		$389K Sell
10,070
-585
-5% -$21.9K 0.01% 914
2023
Q4 		$391K Buy
10,655
+132
+1% +$4.78K 0.01% 840
2023
Q3 		$360K Sell
10,523
-1,029
-9% -$38.3K 0.01% 844
2023
Q2 		$449K Sell
11,552
-770
-6% -$30.2K 0.01% 776
2023
Q1 		$494K Buy
12,322
+3,226
+35% +$130K 0.01% 721
2022
Q4 		$381K Buy
9,096
+15
+0.2% +$586 0.01% 781
2022
Q3 		$336K Buy
9,081
+15
+0.2% +$593 0.01% 854
2022
Q2 		$348K Sell
9,066
-6,390
-41% -$273K 0.01% 859
2022
Q1 		$709K Buy
15,456
+68
+0.4% +$2.88K 0.01% 686
2021
Q4 		$640K Buy
15,388
+1,770
+13% +$68.2K 0.01% 772
2021
Q3 		$485K Buy
13,618
+7,353
+117% +$279K 0.01% 885
2021
Q2 		$233K Buy
6,265
+4
+0.1% +$149 ﹤0.01% 1145
2021
Q1 		$217K Buy
+6,261
New +$205K ﹤0.01% 1137
2020
Q2 		– Sell
-6,461
Closed -$259K – 1161
2020
Q1 		$259K Buy
+6,461
New +$300K 0.01% 814
2019
Q3 		– Sell
-100,547
Closed -$4.3M – 1165
2019
Q2 		$4.3M Buy
+100,547
New +$4.22M 0.1% 240

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Stephens Inc's FE Position: Q2 2026 in Review

Stephens Inc reduced its FirstEnergy (FE) stake by 8% in Q2 2026, selling an estimated $45.5K and leaving 11,065 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #868.

Stephens Inc first reported a position in FE in Q2 2019 and has held it in 24 quarters since. The position peaked at $4.3M in Q2 2019. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Stephens Inc held 11,065 shares of FirstEnergy worth $526K as of Q2 2026.
  • Stephens Inc sold 959 FirstEnergy shares in Q2 2026, an estimated $45.5K.
  • FirstEnergy made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #868 holding.
  • Stephens Inc first reported a position in FirstEnergy in Q2 2019 and has held it in 24 quarters since.
  • Stephens Inc's FirstEnergy position peaked at $4.3M in Q2 2019.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.