Barrett & Company’s FirstEnergy FE Stock Holding History

Barrett & Company’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	$6.23K	Hold	123	–	–	﹤0.01%	502
2025 Q4	$5.51K	Hold	123	–	–	﹤0.01%	519
2025 Q3	$5.64K	Hold	123	–	–	﹤0.01%	517
2025 Q2	$4.95K	Hold	123	–	–	﹤0.01%	531
2025 Q1	$4.97K	Hold	123	–	–	﹤0.01%	494
2024 Q4	$4.89K	Hold	123	–	–	﹤0.01%	496
2024 Q3	$5.46K	Hold	123	–	–	﹤0.01%	477
2024 Q2	$4.71K	Hold	123	–	–	﹤0.01%	492
2024 Q1	$4.75K	Hold	123	–	–	﹤0.01%	495
2023 Q4	$4.51K	Hold	123	–	–	﹤0.01%	479
2023 Q3	$4.2K	Hold	123	–	–	﹤0.01%	496
2023 Q2	$4.78K	Hold	123	–	–	﹤0.01%	472
2023 Q1	$4.93K	Hold	123	–	–	﹤0.01%	449
2022 Q4	$5.16K	Hold	123	–	–	﹤0.01%	447
2022 Q3	$5.16K	Buy	+123	New	+$4.86K	﹤0.01%	447

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

Barrett & Company's FE Position: Q1 2026 in Review

Barrett & Company held its FirstEnergy (FE) position steady in Q1 2026 at 123 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Barrett & Company first reported a position in FE in Q3 2022 and has held it in 15 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Barrett & Company held 123 shares of FirstEnergy worth $6.23K as of Q1 2026.
Barrett & Company left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up ﹤0.01% of Barrett & Company's portfolio in Q1 2026, its #502 holding.
Barrett & Company first reported a position in FirstEnergy in Q3 2022 and has held it in 15 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.