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Summit Trail Advisors’s FirstEnergy FE Stock Holding History

Summit Trail Advisors’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 		$1.79M Buy
37,748
+9,993
+36% +$475K 0.02% 676
2026
Q1 		$1.41M Buy
27,755
+10,410
+60% +$505K 0.02% 759
2025
Q4 		$777K Sell
17,345
-6,722
-28% -$309K 0.01% 934
2025
Q3 		$1.1M Buy
+24,067
New +$1.03M 0.02% 779
2024
Q4 		– Sell
-6,923
Closed -$307K – 518
2024
Q3 		$307K Buy
6,923
+1,146
+20% +$48.2K 0.01% 538
2024
Q2 		$221K Buy
+5,777
New +$224K 0.01% 566
2018
Q1 		– Sell
-627
Closed -$19K – 846
2017
Q4 		$19K Buy
+627
New +$20.4K ﹤0.01% 1054

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 Trail Advisors's FE Position: Q2 2026 in Review

Summit Trail Advisors increased its FirstEnergy (FE) stake by 36% in Q2 2026, buying an estimated $475K and bringing the position to 37,748 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #676.

Summit Trail Advisors first reported a position in FE in Q4 2017 and has held it in 7 quarters since. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Summit Trail Advisors held 37,748 shares of FirstEnergy worth $1.79M as of Q2 2026.
  • Summit Trail Advisors bought 9,993 FirstEnergy shares in Q2 2026, an estimated $475K.
  • FirstEnergy made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #676 holding.
  • Summit Trail Advisors first reported a position in FirstEnergy in Q4 2017 and has held it in 7 quarters since.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.