Sterling Investment Counsel’s FirstEnergy FE Stock Holding History

Sterling Investment Counsel’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	$246K	Hold	5,183	–	–	0.06%	177
2026 Q1	$263K	Sell	5,183 -413	-7%	-$20K	0.07%	165
2025 Q4	$223K	Buy	+5,596	New	+$257K	0.06%	171
2025 Q3	–	Sell	-5,207	Closed	-$210K	–	144
2025 Q2	$210K	Sell	5,207 -389	-7%	-$16.1K	0.12%	133
2025 Q1	$226K	Buy	5,596 +389	+7%	+$15.5K	0.08%	160
2024 Q4	$207K	Hold	5,207	–	–	0.14%	119
2024 Q3	$231K	Buy	+5,207	New	+$219K	0.08%	153
2024 Q2	–	Sell	-5,270	Closed	-$204K	–	172
2024 Q1	$204K	Buy	+5,270	New	+$197K	0.09%	166

Other funds holding FE

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Sterling Investment Counsel's FE Position: Q2 2026 in Review

Sterling Investment Counsel held its FirstEnergy (FE) position steady in Q2 2026 at 5,183 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #177.

Sterling Investment Counsel first reported a position in FE in Q1 2024 and has held it in 8 quarters since. The position peaked at $263K in Q1 2026. 351 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Sterling Investment Counsel held 5,183 shares of FirstEnergy worth $246K as of Q2 2026.
Sterling Investment Counsel left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up 0.06% of Sterling Investment Counsel's portfolio in Q2 2026, its #177 holding.
Sterling Investment Counsel first reported a position in FirstEnergy in Q1 2024 and has held it in 8 quarters since.
Sterling Investment Counsel's FirstEnergy position peaked at $263K in Q1 2026.
351 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.