Stone House Investment Management’s FirstEnergy FE Stock Holding History

Stone House Investment Management’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	$108K	Buy	2,272 +22	+1%	+$1.04K	0.01%	137
2026 Q1	$114K	Buy	2,250 +18	+0.8%	+$873	0.02%	110
2025 Q4	$99.9K	Buy	2,232 +20	+0.9%	+$918	0.02%	117
2025 Q3	$101K	Buy	2,212 +21	+1%	+$896	0.02%	112
2025 Q2	$88.2K	Buy	2,191 +22	+1%	+$908	0.02%	114
2025 Q1	$87.7K	Buy	+2,169	New	+$86.4K	0.02%	104
2024 Q4	–	Sell	-2,126	Closed	-$94.3K	–	164
2024 Q3	$94.3K	Buy	2,126 +19	+0.9%	+$800	0.02%	83
2024 Q2	$80.6K	Buy	2,107 +22	+1%	+$853	0.02%	90
2024 Q1	$80.5K	Buy	2,085 +21	+1%	+$786	0.02%	93
2023 Q4	$75.6K	Buy	2,064 +22	+1%	+$796	0.03%	72
2023 Q3	$69.8K	Buy	2,042 +20	+1%	+$744	0.02%	70
2023 Q2	$78.6K	Buy	2,022 +20	+1%	+$785	0.03%	64
2023 Q1	$80.2K	Buy	+2,002	New	+$80.9K	0.03%	70
2019 Q2	–	Sell	-1,843	Closed	-$77K	–	86
2019 Q1	$77K	Buy	+1,843	New	+$73.2K	0.04%	70

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $39B AUM 18.55% 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

Stone House Investment Management's FE Position: Q2 2026 in Review

Stone House Investment Management increased its FirstEnergy (FE) stake by 0.98% in Q2 2026, buying an estimated $1.04K and bringing the position to 2,272 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #137.

Stone House Investment Management first reported a position in FE in Q1 2019 and has held it in 14 quarters since. The position peaked at $114K in Q1 2026. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Stone House Investment Management held 2,272 shares of FirstEnergy worth $108K as of Q2 2026.
Stone House Investment Management bought 22 FirstEnergy shares in Q2 2026, an estimated $1.04K.
FirstEnergy made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #137 holding.
Stone House Investment Management first reported a position in FirstEnergy in Q1 2019 and has held it in 14 quarters since.
Stone House Investment Management's FirstEnergy position peaked at $114K in Q1 2026.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.