TCA
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Transcend Capital Advisors’s FirstEnergy FE Stock Holding History

Transcend Capital 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
Q1 		$259K Buy
5,111
+125
+3% +$6.06K 0.02% 596
2025
Q4 		$223K Buy
4,986
+315
+7% +$14.5K 0.02% 626
2025
Q3 		$214K Buy
+4,671
New +$199K 0.02% 641

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

Transcend Capital Advisors's FE Position: Q1 2026 in Review

Transcend Capital Advisors increased its FirstEnergy (FE) stake by 2.5% in Q1 2026, buying an estimated $6.06K and bringing the position to 5,111 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #596.

Transcend Capital Advisors first reported a position in FE in Q3 2025 and has held it in 3 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Transcend Capital Advisors held 5,111 shares of FirstEnergy worth $259K as of Q1 2026.
  • Transcend Capital Advisors bought 125 FirstEnergy shares in Q1 2026, an estimated $6.06K.
  • FirstEnergy made up 0.02% of Transcend Capital Advisors's portfolio in Q1 2026, its #596 holding.
  • Transcend Capital Advisors first reported a position in FirstEnergy in Q3 2025 and has held it in 3 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.