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
2022 Q2	–	Sell	-2,000	Closed	-$92K	–	1035
2022 Q1	$92K	Buy	+2,000	New	+$84.6K	0.01%	523
2021 Q2	–	Sell	-200	Closed	-$694K	–	743
2021 Q1	$694K	Hold	200	–	–	0.08%	259
2020 Q4	$612K	Buy	+200	New	+$5.99K	0.05%	314
2016 Q1	–	Sell	-37	Closed	-$10K	–	213
2015 Q4	$10K	Sell	37 -1	-3%	-$31	﹤0.01%	243
2015 Q3	$11K	Buy	+38	New	+$1.24K	0.01%	247
2015 Q2	–	Sell	-27	Closed	-$20K	–	509
2015 Q1	$20K	Buy	+27	New	+$1.01K	0.02%	244

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's FE Position: Q1 2026 in Review

Summit Securities Group reduced its FirstEnergy (FE) stake by 89% in Q1 2026, selling an estimated $33.3K and leaving 85 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Summit Securities Group first reported a position in FE in Q2 2013 and has held it in 16 quarters since. The position peaked at $431K in Q3 2021. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Summit Securities Group held 85 shares of FirstEnergy worth $4.31K as of Q1 2026.
Summit Securities Group sold 686 FirstEnergy shares in Q1 2026, an estimated $33.3K.
FirstEnergy made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #827 holding.
Summit Securities Group first reported a position in FirstEnergy in Q2 2013 and has held it in 16 quarters since.
Summit Securities Group's FirstEnergy position peaked at $431K in Q3 2021.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.