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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SummitTX Capital's FE Position: Q1 2026 in Review

SummitTX Capital increased its FirstEnergy (FE) stake by 3.5% in Q1 2026, buying an estimated $532K and bringing the position to 322,959 shares worth $16.4M. The position accounts for 0.51% of the portfolio, ranked #27.

SummitTX Capital first reported a position in FE in Q1 2025 and has held it in 4 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • SummitTX Capital held 322,959 shares of FirstEnergy worth $16.4M as of Q1 2026.
  • SummitTX Capital bought 10,974 FirstEnergy shares in Q1 2026, an estimated $532K.
  • FirstEnergy made up 0.51% of SummitTX Capital's portfolio in Q1 2026, its #27 holding.
  • SummitTX Capital first reported a position in FirstEnergy in Q1 2025 and has held it in 4 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.