Verdence Capital Advisors’s FirstEnergy FE Stock Holding History

Verdence 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	$1.97M	Buy	41,492 +1,495	+4%	+$71K	0.1%	175
2026 Q1	$2.03M	Buy	39,997 +11,194	+39%	+$543K	0.12%	172
2025 Q4	$1.29M	Buy	28,803 +598	+2%	+$27.5K	0.08%	240
2025 Q3	$1.31M	Buy	28,205 +3,511	+14%	+$150K	0.08%	254
2025 Q2	$994K	Buy	24,694 +13,743	+125%	+$567K	0.07%	264
2025 Q1	$443K	Buy	+10,951	New	+$436K	0.03%	432

Other funds holding FE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Verdence Capital Advisors increased its FirstEnergy (FE) stake by 3.7% in Q2 2026, buying an estimated $71K and bringing the position to 41,492 shares worth $1.97M. The position accounts for 0.1% of the portfolio, ranked #175.

Verdence Capital Advisors first reported a position in FE in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.03M in Q1 2026. 377 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Verdence Capital Advisors held 41,492 shares of FirstEnergy worth $1.97M as of Q2 2026.
Verdence Capital Advisors bought 1,495 FirstEnergy shares in Q2 2026, an estimated $71K.
FirstEnergy made up 0.1% of Verdence Capital Advisors's portfolio in Q2 2026, its #175 holding.
Verdence Capital Advisors first reported a position in FirstEnergy in Q1 2025 and has held it in 6 quarters since.
Verdence Capital Advisors's FirstEnergy position peaked at $2.03M in Q1 2026.
377 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.