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Summit Securities Group’s FirstEnergy FE Stock Holding History

Summit Securities Group’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 		$5.75K Buy
121
+36
+42% +$1.71K ﹤0.01% 950
2026
Q1 		$4.31K Sell
85
-686
-89% -$33.3K ﹤0.01% 827
2025
Q4 		$34.5K Sell
771
-124
-14% -$5.69K ﹤0.01% 690
2025
Q3 		$41K Buy
895
+550
+159% +$23.5K 0.01% 615
2025
Q2 		$13.9K Buy
+345
New +$14.2K ﹤0.01% 817
2025
Q1 		– Sell
-2,000
Closed -$79.6K – 893
2024
Q4 		$79.6K Buy
+2,000
New +$83.6K 0.02% 249
2023
Q3 		– Sell
-712
Closed -$26.5K – 724
2023
Q2 		$28K Sell
712
-354
-33% -$13.9K ﹤0.01% 550
2023
Q1 		$43K Buy
1,066
+417
+64% +$16.8K ﹤0.01% 458
2022
Q4 		$27K Buy
649
+549
+549% +$21.5K ﹤0.01% 840
2022
Q3 		$4K Sell
100
-1,193
-92% -$47.1K ﹤0.01% 837
2022
Q2 		$50K Sell
1,293
-1,157
-47% -$49.4K 0.01% 544
2022
Q1 		$112K Buy
+2,450
New +$104K 0.01% 489
2021
Q4 		– Sell
-12,100
Closed -$431K – 853
2021
Q3 		$431K Buy
12,100
+863
+8% +$32.8K 0.03% 435
2021
Q2 		$418K Buy
+11,237
New +$418K 0.03% 429
2015
Q2 		– Sell
-1,154
Closed -$40K – 510
2015
Q1 		$40K Buy
+1,154
New +$43.2K 0.03% 195
2014
Q4 		– Sell
-500
Closed -$17K – 643
2014
Q3 		$17K Buy
+500
New +$16.5K ﹤0.01% 498
2013
Q3 		– Sell
-2,200
Closed -$82K – 466
2013
Q2 		$82K Buy
+2,200
New +$92.5K 0.04% 145

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 Securities Group's FE Position: Q2 2026 in Review

Summit Securities Group increased its FirstEnergy (FE) stake by 42% in Q2 2026, buying an estimated $1.71K and bringing the position to 121 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Summit Securities Group first reported a position in FE in Q2 2013 and has held it in 17 quarters since. The position peaked at $431K in Q3 2021. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Summit Securities Group held 121 shares of FirstEnergy worth $5.75K as of Q2 2026.
  • Summit Securities Group bought 36 FirstEnergy shares in Q2 2026, an estimated $1.71K.
  • FirstEnergy made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #950 holding.
  • Summit Securities Group first reported a position in FirstEnergy in Q2 2013 and has held it in 17 quarters since.
  • Summit Securities Group's FirstEnergy position peaked at $431K in Q3 2021.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.