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
2025 Q4	–	Sell	-2,500	Closed	-$115K	–	1080
2025 Q3	$115K	Hold	2,500	–	–	0.02%	361
2025 Q2	$101K	Hold	2,500	–	–	0.02%	367
2025 Q1	$101K	Sell	2,500 -5,000	-67%	-$199K	0.02%	234
2024 Q4	$298K	Hold	7,500	–	–	0.06%	166
2024 Q3	$333K	Hold	7,500	–	–	0.09%	127
2024 Q2	$287K	Hold	7,500	–	–	0.05%	137
2024 Q1	$290K	Hold	7,500	–	–	0.05%	132
2023 Q4	$275K	Hold	7,500	–	–	0.02%	231
2023 Q3	$256K	Buy	+7,500	New	+$279K	0.03%	165
2022 Q2	–	Sell	-6,100	Closed	-$280K	–	1036
2022 Q1	$280K	Buy	+6,100	New	+$258K	0.03%	317
2013 Q3	–	Sell	-3	Closed	-$1K	–	467
2013 Q2	$1K	Buy	+3	New	+$126	﹤0.01%	535

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

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. 929 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.
929 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.