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Waterloo Capital’s FirstEnergy FE Stock Holding History

Waterloo 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 		$2.97M Buy
58,634
+1,759
+3% +$85.3K 0.21% 112
2025
Q4 		$2.55M Buy
56,875
+1,382
+2% +$63.5K 0.18% 120
2025
Q3 		$2.54M Buy
55,493
+7,669
+16% +$327K 0.19% 117
2025
Q2 		$1.93M Buy
+47,824
New +$1.97M 0.16% 137

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

Waterloo Capital's FE Position: Q1 2026 in Review

Waterloo Capital increased its FirstEnergy (FE) stake by 3.1% in Q1 2026, buying an estimated $85.3K and bringing the position to 58,634 shares worth $2.97M. The position accounts for 0.21% of the portfolio, ranked #112.

Waterloo Capital first reported a position in FE in Q2 2025 and has held it in 4 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Waterloo Capital held 58,634 shares of FirstEnergy worth $2.97M as of Q1 2026.
  • Waterloo Capital bought 1,759 FirstEnergy shares in Q1 2026, an estimated $85.3K.
  • FirstEnergy made up 0.21% of Waterloo Capital's portfolio in Q1 2026, its #112 holding.
  • Waterloo Capital first reported a position in FirstEnergy in Q2 2025 and has held it in 4 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.