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SummitTX Capital’s FirstEnergy FE Stock Holding History

SummitTX Capital’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 		$6.57M Sell
138,149
-184,810
-57% -$8.78M 0.17% 154
2026
Q1 		$16.4M Buy
322,959
+10,974
+4% +$532K 0.51% 27
2025
Q4 		$14M Buy
311,985
+109,406
+54% +$5.02M 0.42% 45
2025
Q3 		$9.28M Buy
+202,579
New +$8.65M 0.38% 57
2025
Q2 		– Sell
-5,492
Closed -$222K – 826
2025
Q1 		$222K Buy
+5,492
New +$219K 0.01% 717

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

SummitTX Capital's FE Position: Q2 2026 in Review

SummitTX Capital reduced its FirstEnergy (FE) stake by 57% in Q2 2026, selling an estimated $8.78M and leaving 138,149 shares worth $6.57M. The position accounts for 0.17% of the portfolio, ranked #154.

SummitTX Capital first reported a position in FE in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.4M in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • SummitTX Capital held 138,149 shares of FirstEnergy worth $6.57M as of Q2 2026.
  • SummitTX Capital sold 184,810 FirstEnergy shares in Q2 2026, an estimated $8.78M.
  • FirstEnergy made up 0.17% of SummitTX Capital's portfolio in Q2 2026, its #154 holding.
  • SummitTX Capital first reported a position in FirstEnergy in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's FirstEnergy position peaked at $16.4M in Q1 2026.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.