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
Q2 		$259K Buy
5,441
+330
+6% +$15.7K 0.02% 687
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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

Transcend Capital Advisors's FE Position: Q2 2026 in Review

Transcend Capital Advisors increased its FirstEnergy (FE) stake by 6.5% in Q2 2026, buying an estimated $15.7K and bringing the position to 5,441 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #687.

Transcend Capital Advisors first reported a position in FE in Q3 2025 and has held it in 4 quarters since. The position peaked at $259K in Q1 2026. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Transcend Capital Advisors held 5,441 shares of FirstEnergy worth $259K as of Q2 2026.
  • Transcend Capital Advisors bought 330 FirstEnergy shares in Q2 2026, an estimated $15.7K.
  • FirstEnergy made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #687 holding.
  • Transcend Capital Advisors first reported a position in FirstEnergy in Q3 2025 and has held it in 4 quarters since.
  • Transcend Capital Advisors's FirstEnergy position peaked at $259K in Q1 2026.
  • 931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.