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Summit Financial’s FirstEnergy FE Stock Holding History

Summit Financial’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 		$327K Buy
+6,879
New +$327K ﹤0.01% 1282
2022
Q2 		– Sell
-5,892
Closed -$2.7M – 237
2022
Q1 		$2.7M Buy
5,892
+787
+15% +$33.3K 0.21% 48
2021
Q4 		$212K Buy
+5,105
New +$197K 0.02% 236

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

Summit Financial's FE Position: Q2 2026 in Review

Summit Financial opened a new position in FirstEnergy (FE) in Q2 2026: 6,879 shares worth $327K. The stake represents ﹤0.01% of the portfolio and ranks #1282 among its holdings. This is a return to the name: Summit Financial previously reported a position in FE as recently as Q1 2022.

Summit Financial first reported a position in FE in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.7M in Q1 2022. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Summit Financial held 6,879 shares of FirstEnergy worth $327K as of Q2 2026.
  • FirstEnergy was a new Summit Financial position in Q2 2026.
  • FirstEnergy made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1282 holding.
  • Summit Financial first reported a position in FirstEnergy in Q4 2021 and has held it in 3 quarters since.
  • Summit Financial's FirstEnergy position peaked at $2.7M in Q1 2022.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

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