Alpha Family Trust’s FirstEnergy FE Stock Holding History

Alpha Family Trust’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	$275K	Hold	5,435	–	–	0.13%	146
2025 Q4	$243K	Hold	5,435	–	–	0.11%	162
2025 Q3	$249K	Hold	5,435	–	–	0.12%	153
2025 Q2	$219K	Hold	5,435	–	–	0.11%	175
2025 Q1	$220K	Hold	5,435	–	–	0.13%	152
2024 Q4	$216K	Hold	5,435	–	–	0.12%	146
2024 Q3	$241K	Hold	5,435	–	–	0.13%	136
2024 Q2	$208K	Hold	5,435	–	–	0.12%	143
2024 Q1	$210K	Buy	+5,435	New	+$203K	0.13%	142

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

Alpha Family Trust's FE Position: Q1 2026 in Review

Alpha Family Trust held its FirstEnergy (FE) position steady in Q1 2026 at 5,435 shares worth $275K. The position accounts for 0.13% of the portfolio, ranked #146.

Alpha Family Trust first reported a position in FE in Q1 2024 and has held it in 9 quarters since. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Alpha Family Trust held 5,435 shares of FirstEnergy worth $275K as of Q1 2026.
Alpha Family Trust left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up 0.13% of Alpha Family Trust's portfolio in Q1 2026, its #146 holding.
Alpha Family Trust first reported a position in FirstEnergy in Q1 2024 and has held it in 9 quarters since.
924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.