Albion Financial Group’s FirstEnergy FE Stock Holding History

Albion Financial Group’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
2025 Q4	–	Sell	-28	Closed	-$1.28K	–	661
2025 Q3	$1.28K	Buy	+28	New	+$1.2K	﹤0.01%	569

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Albion Financial Group's FE Position: Q4 2025 in Review

Albion Financial Group sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 28 shares — an estimated $1.28K sold.

Albion Financial Group first reported a position in FE in Q3 2025 and held it in 1 quarter. The position peaked at $1.28K in Q3 2025. 894 funds tracked by Wall St. Rank hold FE as of Q4 2025.

Albion Financial Group reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
Albion Financial Group sold 28 FirstEnergy shares in Q4 2025, an estimated $1.28K.
Albion Financial Group first reported a position in FirstEnergy in Q3 2025 and held it in 1 quarter.
Albion Financial Group's FirstEnergy position peaked at $1.28K in Q3 2025.
894 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on Albion Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.