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 $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.