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Yousif Capital Management’s FirstEnergy FE Stock Holding History

Yousif Capital Management’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 		$3.75M Buy
78,822
+1,807
+2% +$85.8K 0.04% 408
2026
Q1 		$3.9M Sell
77,015
-2,762
-3% -$134K 0.05% 373
2025
Q4 		$3.77M Sell
79,777
-4,155
-5% -$191K 0.04% 407
2025
Q3 		$3.85M Sell
83,932
-7,239
-8% -$309K 0.04% 417
2025
Q2 		$3.67M Sell
91,171
-3,963
-4% -$164K 0.04% 432
2025
Q1 		$3.85M Buy
95,134
+1,074
+1% +$42.8K 0.04% 379
2024
Q4 		$3.74M Buy
94,060
+2,567
+3% +$107K 0.04% 413
2024
Q3 		$4.06M Sell
91,493
-1,524
-2% -$64.1K 0.04% 399
2024
Q2 		$3.56M Sell
93,017
-280
-0.3% -$10.9K 0.04% 447
2024
Q1 		$3.6M Sell
93,297
-3,108
-3% -$116K 0.04% 479
2023
Q4 		$3.53M Sell
96,405
-4,995
-5% -$181K 0.04% 477
2023
Q3 		$3.47M Sell
101,400
-4,790
-5% -$178K 0.04% 449
2023
Q2 		$4.13M Buy
106,190
+451
+0.4% +$17.7K 0.05% 385
2023
Q1 		$4.24M Sell
105,739
-6,446
-6% -$260K 0.06% 368
2022
Q4 		$4.71M Buy
112,185
+1,078
+1% +$42.1K 0.06% 319
2022
Q3 		$4.11M Sell
111,107
-1,548
-1% -$61.2K 0.06% 340
2022
Q2 		$4.33M Buy
112,655
+494
+0.4% +$21.1K 0.06% 345
2022
Q1 		$5.14M Buy
112,161
+22,180
+25% +$938K 0.06% 339
2021
Q4 		$3.74M Buy
+89,981
New +$3.47M 0.04% 534

Other funds holding FE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Yousif Capital Management's FE Position: Q2 2026 in Review

Yousif Capital Management increased its FirstEnergy (FE) stake by 2.3% in Q2 2026, buying an estimated $85.8K and bringing the position to 78,822 shares worth $3.75M. The position accounts for 0.04% of the portfolio, ranked #408.

Yousif Capital Management first reported a position in FE in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.14M in Q1 2022. 162 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Yousif Capital Management held 78,822 shares of FirstEnergy worth $3.75M as of Q2 2026.
  • Yousif Capital Management bought 1,807 FirstEnergy shares in Q2 2026, an estimated $85.8K.
  • FirstEnergy made up 0.04% of Yousif Capital Management's portfolio in Q2 2026, its #408 holding.
  • Yousif Capital Management first reported a position in FirstEnergy in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's FirstEnergy position peaked at $5.14M in Q1 2022.
  • 162 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.