AIA
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AssuredPartners Investment Advisors’s FirstEnergy FE Stock Holding History

AssuredPartners Investment Advisors’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 		$417K Sell
8,170
-773
-9% -$37.5K 0.05% 284
2025
Q4 		$400K Buy
+8,943
New +$411K 0.06% 239
2025
Q2 		– Sell
-10,493
Closed -$424K – 279
2025
Q1 		$424K Buy
10,493
+84
+0.8% +$3.35K 0.08% 219
2024
Q4 		$414K Buy
+10,409
New +$435K 0.08% 219

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssuredPartners Investment Advisors's FE Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its FirstEnergy (FE) stake by 8.6% in Q1 2026, selling an estimated $37.5K and leaving 8,170 shares worth $417K. The position accounts for 0.05% of the portfolio, ranked #284.

AssuredPartners Investment Advisors first reported a position in FE in Q4 2024 and has held it in 4 quarters since. The position peaked at $424K in Q1 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • AssuredPartners Investment Advisors held 8,170 shares of FirstEnergy worth $417K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 773 FirstEnergy shares in Q1 2026, an estimated $37.5K.
  • FirstEnergy made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #284 holding.
  • AssuredPartners Investment Advisors first reported a position in FirstEnergy in Q4 2024 and has held it in 4 quarters since.
  • AssuredPartners Investment Advisors's FirstEnergy position peaked at $424K in Q1 2025.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.