SPL
FE icon

Superior Planning, LLC’s FirstEnergy FE Stock Holding History

Superior Planning, LLC’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
Q3 		$1.13K Buy
+26
New +$1.22K ﹤0.01% 1728

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's FE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in FirstEnergy (FE) in Q3 2026: 26 shares worth $1.13K. The stake represents ﹤0.01% of the portfolio and ranks #1728 among its holdings.

636 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Superior Planning, LLC held 26 shares of FirstEnergy worth $1.13K as of Q3 2026.
  • FirstEnergy was a new Superior Planning, LLC position in Q3 2026.
  • FirstEnergy made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1728 holding.
  • 636 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.