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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
Q2 		$2.8M Buy
58,982
+348
+0.6% +$16.5K 0.16% 134
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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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

Waterloo Capital's FE Position: Q2 2026 in Review

Waterloo Capital increased its FirstEnergy (FE) stake by 0.59% in Q2 2026, buying an estimated $16.5K and bringing the position to 58,982 shares worth $2.8M. The position accounts for 0.16% of the portfolio, ranked #134.

Waterloo Capital first reported a position in FE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.97M in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Waterloo Capital held 58,982 shares of FirstEnergy worth $2.8M as of Q2 2026.
  • Waterloo Capital bought 348 FirstEnergy shares in Q2 2026, an estimated $16.5K.
  • FirstEnergy made up 0.16% of Waterloo Capital's portfolio in Q2 2026, its #134 holding.
  • Waterloo Capital first reported a position in FirstEnergy in Q2 2025 and has held it in 5 quarters since.
  • Waterloo Capital's FirstEnergy position peaked at $2.97M in Q1 2026.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

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