Abound Financial’s FirstEnergy FE Stock Holding History

Abound Financial’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	$7.09K	Hold	140	–	–	﹤0.01%	221
2025 Q4	$6.27K	Buy	+140	New	+$6.43K	﹤0.01%	226
2025 Q2	–	Sell	-140	Closed	-$5.66K	–	131
2025 Q1	$5.66K	Buy	+140	New	+$5.58K	﹤0.01%	221

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abound Financial's FE Position: Q1 2026 in Review

Abound Financial held its FirstEnergy (FE) position steady in Q1 2026 at 140 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Abound Financial first reported a position in FE in Q1 2025 and has held it in 3 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Abound Financial held 140 shares of FirstEnergy worth $7.09K as of Q1 2026.
Abound Financial left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up ﹤0.01% of Abound Financial's portfolio in Q1 2026, its #221 holding.
Abound Financial first reported a position in FirstEnergy in Q1 2025 and has held it in 3 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.