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Barnes Dennig Private Wealth Management’s FirstEnergy FE Stock Holding History

Barnes Dennig Private Wealth Management’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
Q2 		$8.75K Buy
+184
New +$8.74K 0.01% 249
2026
Q1 		– Sell
-171
Closed -$7.66K – 320
2025
Q4 		$7.66K Buy
171
+52
+44% +$2.39K 0.01% 262
2025
Q3 		$5.45K Buy
119
+14
+13% +$598 0.01% 254
2025
Q2 		$4.23K Buy
+105
New +$4.33K 0.01% 253

Other funds holding FE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Barnes Dennig Private Wealth Management's FE Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management opened a new position in FirstEnergy (FE) in Q2 2026: 184 shares worth $8.75K. The stake represents 0.01% of the portfolio and ranks #249 among its holdings. This is a return to the name: Barnes Dennig Private Wealth Management previously reported a position in FE as recently as Q4 2025.

Barnes Dennig Private Wealth Management first reported a position in FE in Q2 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 184 shares of FirstEnergy worth $8.75K as of Q2 2026.
  • FirstEnergy was a new Barnes Dennig Private Wealth Management position in Q2 2026.
  • FirstEnergy made up 0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #249 holding.
  • Barnes Dennig Private Wealth Management first reported a position in FirstEnergy in Q2 2025 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.