Storgate’s FirstEnergy FE Stock Holding History

Storgate’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	$908K	Buy	19,098 +13,125	+220%	+$623K	0.19%	140
2026 Q1	$303K	Buy	5,973 +457	+8%	+$22.2K	0.24%	125
2025 Q4	$247K	Buy	+5,516	New	+$253K	0.2%	137

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

Storgate's FE Position: Q2 2026 in Review

Storgate increased its FirstEnergy (FE) stake by 220% in Q2 2026, buying an estimated $623K and bringing the position to 19,098 shares worth $908K. The position accounts for 0.19% of the portfolio, ranked #140.

Storgate first reported a position in FE in Q4 2025 and has held it in 3 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Storgate held 19,098 shares of FirstEnergy worth $908K as of Q2 2026.
Storgate bought 13,125 FirstEnergy shares in Q2 2026, an estimated $623K.
FirstEnergy made up 0.19% of Storgate's portfolio in Q2 2026, its #140 holding.
Storgate first reported a position in FirstEnergy in Q4 2025 and has held it in 3 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.