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Atomi Financial Group’s FirstEnergy FE Stock Holding History

Atomi 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
2026
Q1 		$261K Buy
5,146
+88
+2% +$4.27K 0.01% 1030
2025
Q4 		$226K Buy
5,058
+513
+11% +$23.6K 0.01% 1082
2025
Q3 		$208K Buy
+4,545
New +$194K 0.01% 1098

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

Atomi Financial Group's FE Position: Q1 2026 in Review

Atomi Financial Group increased its FirstEnergy (FE) stake by 1.7% in Q1 2026, buying an estimated $4.27K and bringing the position to 5,146 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #1030.

Atomi Financial Group first reported a position in FE in Q3 2025 and has held it in 3 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Atomi Financial Group held 5,146 shares of FirstEnergy worth $261K as of Q1 2026.
  • Atomi Financial Group bought 88 FirstEnergy shares in Q1 2026, an estimated $4.27K.
  • FirstEnergy made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1030 holding.
  • Atomi Financial Group first reported a position in FirstEnergy in Q3 2025 and has held it in 3 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.