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Stratos Investment Management’s FirstEnergy FE Stock Holding History

Stratos 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 		– Sell
-4,115
Closed -$208K – 389
2026
Q1 		$208K Sell
4,115
-372
-8% -$18K 0.01% 359
2025
Q4 		$201K Buy
+4,487
New +$206K 0.01% 343

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

Stratos Investment Management's FE Position: Q2 2026 in Review

Stratos Investment Management sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 4,115 shares — an estimated $208K sold.

Stratos Investment Management first reported a position in FE in Q4 2025 and held it in 2 quarters. The position peaked at $208K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Stratos Investment Management reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
  • Stratos Investment Management sold 4,115 FirstEnergy shares in Q2 2026, an estimated $208K.
  • Stratos Investment Management first reported a position in FirstEnergy in Q4 2025 and held it in 2 quarters.
  • Stratos Investment Management's FirstEnergy position peaked at $208K in Q1 2026.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.