Baird Financial Group
FE icon

Baird Financial Group’s FirstEnergy FE Stock Holding History

Baird 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 		$541K Buy
10,688
+508
+5% +$24.6K ﹤0.01% 1450
2025
Q4 		$456K Buy
10,180
+642
+7% +$29.5K ﹤0.01% 1503
2025
Q3 		$437K Buy
9,538
+736
+8% +$31.4K ﹤0.01% 1514
2025
Q2 		$354K Sell
8,802
-1,966
-18% -$81.1K ﹤0.01% 1533
2025
Q1 		$435K Sell
10,768
-10,181
-49% -$405K ﹤0.01% 1432
2024
Q4 		$833K Sell
20,949
-2,025
-9% -$84.7K ﹤0.01% 1229
2024
Q3 		$1.02M Buy
22,974
+1,738
+8% +$73.1K ﹤0.01% 1170
2024
Q2 		$813K Sell
21,236
-629
-3% -$24.4K ﹤0.01% 1244
2024
Q1 		$844K Sell
21,865
-306
-1% -$11.4K ﹤0.01% 1208
2023
Q4 		$813K Buy
22,171
+1,653
+8% +$59.8K ﹤0.01% 1194
2023
Q3 		$701K Buy
20,518
+871
+4% +$32.4K ﹤0.01% 1212
2023
Q2 		$764K Sell
19,647
-959
-5% -$37.6K ﹤0.01% 1204
2023
Q1 		$825K Sell
20,606
-4,391
-18% -$177K ﹤0.01% 1157
2022
Q4 		$1.05M Buy
24,997
+368
+1% +$14.4K ﹤0.01% 1058
2022
Q3 		$911K Buy
24,629
+14,038
+133% +$555K ﹤0.01% 1088
2022
Q2 		$406K Buy
10,591
+1,035
+11% +$44.2K ﹤0.01% 1420
2022
Q1 		$438K Sell
9,556
-1,643
-15% -$69.5K ﹤0.01% 1471
2021
Q4 		$466K Buy
11,199
+271
+2% +$10.4K ﹤0.01% 1500
2021
Q3 		$389K Buy
10,928
+1,418
+15% +$53.8K ﹤0.01% 1572
2021
Q2 		$354K Buy
9,510
+1,035
+12% +$38.5K ﹤0.01% 1524
2021
Q1 		$294K Sell
8,475
-2,085
-20% -$68.1K ﹤0.01% 1527
2020
Q4 		$323K Buy
10,560
+532
+5% +$15.9K ﹤0.01% 1355
2020
Q3 		$288K Sell
10,028
-1,866
-16% -$58.5K ﹤0.01% 1309
2020
Q2 		$461K Sell
11,894
-1,337
-10% -$55.3K ﹤0.01% 1162
2020
Q1 		$530K Sell
13,231
-1,859
-12% -$86.4K ﹤0.01% 1044
2019
Q4 		$734K Buy
15,090
+1,654
+12% +$79K ﹤0.01% 1070
2019
Q3 		$648K Buy
13,436
+1,021
+8% +$46.2K ﹤0.01% 1093
2019
Q2 		$532K Buy
12,415
+3,986
+47% +$167K ﹤0.01% 1176
2019
Q1 		$351K Sell
8,429
-348
-4% -$13.8K ﹤0.01% 1110
2018
Q4 		$330K Sell
8,777
-2,776
-24% -$105K ﹤0.01% 1083
2018
Q3 		$428K Sell
11,553
-6,158
-35% -$225K ﹤0.01% 1087
2018
Q2 		$636K Buy
17,711
+274
+2% +$9.39K ﹤0.01% 946
2018
Q1 		$593K Sell
17,437
-4,830
-22% -$155K ﹤0.01% 963
2017
Q4 		$682K Sell
22,267
-9,976
-31% -$324K ﹤0.01% 924
2017
Q3 		$994K Sell
32,243
-23,875
-43% -$752K 0.01% 798
2017
Q2 		$1.64M Buy
56,118
+17,137
+44% +$509K 0.01% 656
2017
Q1 		$1.24M Buy
38,981
+542
+1% +$16.7K 0.01% 729
2016
Q4 		$1.19M Sell
38,439
-21,383
-36% -$685K 0.01% 712
2016
Q3 		$1.98M Sell
59,822
-9,748
-14% -$331K 0.02% 560
2016
Q2 		$2.48M Sell
69,570
-58,330
-46% -$1.98M 0.02% 503
2016
Q1 		$4.6M Sell
127,900
-179,719
-58% -$6.04M 0.04% 368
2015
Q4 		$9.76M Sell
307,619
-32,763
-10% -$1.03M 0.1% 217
2015
Q3 		$10.7M Sell
340,382
-142,974
-30% -$4.68M 0.11% 192
2015
Q2 		$15.7M Buy
+483,356
New +$16.9M 0.15% 166

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

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

Baird Financial Group increased its FirstEnergy (FE) stake by 5% in Q1 2026, buying an estimated $24.6K and bringing the position to 10,688 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Baird Financial Group first reported a position in FE in Q2 2015 and has held it in 44 quarters since. The position peaked at $15.7M in Q2 2015. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Baird Financial Group held 10,688 shares of FirstEnergy worth $541K as of Q1 2026.
  • Baird Financial Group bought 508 FirstEnergy shares in Q1 2026, an estimated $24.6K.
  • FirstEnergy made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1450 holding.
  • Baird Financial Group first reported a position in FirstEnergy in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's FirstEnergy position peaked at $15.7M in Q2 2015.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

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