ZIM
FE icon

Zacks Investment Management’s FirstEnergy FE Stock Holding History

Zacks Investment 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 		$362K Buy
7,619
+1,121
+17% +$53.2K ﹤0.01% 562
2026
Q1 		$329K Buy
6,498
+624
+11% +$30.3K ﹤0.01% 566
2025
Q4 		$263K Sell
5,874
-7,711
-57% -$354K ﹤0.01% 611
2025
Q3 		$622K Sell
13,585
-837
-6% -$35.7K 0.01% 457
2025
Q2 		$581K Buy
14,422
+7,372
+105% +$304K 0.01% 457
2025
Q1 		$285K Sell
7,050
-3,889
-36% -$155K ﹤0.01% 559
2024
Q4 		$435K Buy
10,939
+47
+0.4% +$1.97K ﹤0.01% 504
2024
Q3 		$483K Buy
10,892
+222
+2% +$9.34K ﹤0.01% 500
2024
Q2 		$408K Buy
10,670
+93
+0.9% +$3.61K ﹤0.01% 479
2024
Q1 		$408K Sell
10,577
-3,668
-26% -$137K ﹤0.01% 499
2023
Q4 		$522K Sell
14,245
-2,305
-14% -$83.4K 0.01% 461
2023
Q3 		$566K Sell
16,550
-19,015
-53% -$707K 0.01% 441
2023
Q2 		$1.38M Sell
35,565
-903,920
-96% -$35.5M 0.02% 331
2023
Q1 		$37.6M Buy
939,485
+39,560
+4% +$1.6M 0.5% 60
2022
Q4 		$37.7M Buy
899,925
+43,753
+5% +$1.71M 0.53% 59
2022
Q3 		$31.7M Buy
856,172
+842,988
+6,394% +$33.3M 0.51% 61
2022
Q2 		$506K Buy
+13,184
New +$563K 0.01% 427
2017
Q3 		– Sell
-696,128
Closed -$20.3M – 606
2017
Q2 		$20.3M Buy
696,128
+2,254
+0.3% +$67K 0.5% 60
2017
Q1 		$22.1M Buy
693,874
+98,571
+17% +$3.04M 0.56% 55
2016
Q4 		$18.4M Sell
595,303
-26,456
-4% -$847K 0.53% 58
2016
Q3 		$20.6M Buy
621,759
+50,959
+9% +$1.73M 0.58% 52
2016
Q2 		$19.9M Buy
570,800
+18,347
+3% +$622K 0.61% 48
2016
Q1 		$19.9M Buy
+552,453
New +$18.6M 0.63% 45

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

Zacks Investment Management's FE Position: Q2 2026 in Review

Zacks Investment Management increased its FirstEnergy (FE) stake by 17% in Q2 2026, buying an estimated $53.2K and bringing the position to 7,619 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Zacks Investment Management first reported a position in FE in Q1 2016 and has held it in 23 quarters since. The position peaked at $37.7M in Q4 2022. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Zacks Investment Management held 7,619 shares of FirstEnergy worth $362K as of Q2 2026.
  • Zacks Investment Management bought 1,121 FirstEnergy shares in Q2 2026, an estimated $53.2K.
  • FirstEnergy made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #562 holding.
  • Zacks Investment Management first reported a position in FirstEnergy in Q1 2016 and has held it in 23 quarters since.
  • Zacks Investment Management's FirstEnergy position peaked at $37.7M in Q4 2022.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.