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Bartlett & Co Wealth Management’s FirstEnergy FE Stock Holding History

Bartlett & Co 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
Q1 		$29.8K Sell
637
-49
-7% -$2.38K ﹤0.01% 757
2025
Q4 		$30.7K Sell
686
-921
-57% -$42.3K ﹤0.01% 743
2025
Q3 		$73.6K Buy
1,607
+57
+4% +$2.43K ﹤0.01% 605
2025
Q2 		$62.4K Buy
1,550
+52
+3% +$2.15K ﹤0.01% 621
2025
Q1 		$60.5K Sell
1,498
-148
-9% -$5.89K ﹤0.01% 617
2024
Q4 		$65.5K Buy
1,646
+525
+47% +$22K ﹤0.01% 600
2024
Q3 		$49.7K Buy
1,121
+921
+461% +$38.8K ﹤0.01% 659
2024
Q2 		$7.65K Sell
200
-300
-60% -$11.6K ﹤0.01% 944
2024
Q1 		$19.3K Sell
500
-721
-59% -$27K ﹤0.01% 819
2023
Q4 		$44.7K Hold
1,221
– – ﹤0.01% 726
2023
Q3 		$41.7K Hold
1,221
– – ﹤0.01% 689
2023
Q2 		$47.5K Hold
1,221
– – ﹤0.01% 682
2023
Q1 		$48.9K Hold
1,221
– – ﹤0.01% 570
2022
Q4 		$51.2K Hold
1,221
– – ﹤0.01% 575
2022
Q3 		$45.2K Hold
1,221
– – ﹤0.01% 578
2022
Q2 		$46.9K Hold
1,221
– – ﹤0.01% 581
2022
Q1 		$56K Buy
+1,221
New +$51.6K ﹤0.01% 569
2021
Q1 		– Sell
-56
Closed -$1.71K – 1137
2020
Q4 		$1.71K Buy
+56
New +$1.68K ﹤0.01% 941
2020
Q3 		– Sell
-400
Closed -$15.5K – 851
2020
Q2 		$15.5K Hold
400
– – ﹤0.01% 636
2020
Q1 		$16K Hold
400
– – ﹤0.01% 605
2019
Q4 		$19.4K Sell
400
-293
-42% -$14K ﹤0.01% 658
2019
Q3 		$33.4K Buy
+693
New +$31.4K ﹤0.01% 588
2018
Q3 		– Sell
-450
Closed -$16.2K – 722
2018
Q2 		$16.2K Hold
450
– – ﹤0.01% 555
2018
Q1 		$15.3K Buy
+450
New +$14.5K ﹤0.01% 562

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

Bartlett & Co Wealth Management's FE Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its FirstEnergy (FE) stake by 7.1% in Q1 2026, selling an estimated $2.38K and leaving 637 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Bartlett & Co Wealth Management first reported a position in FE in Q1 2018 and has held it in 24 quarters since. The position peaked at $73.6K in Q3 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Bartlett & Co Wealth Management held 637 shares of FirstEnergy worth $29.8K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 49 FirstEnergy shares in Q1 2026, an estimated $2.38K.
  • FirstEnergy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #757 holding.
  • Bartlett & Co Wealth Management first reported a position in FirstEnergy in Q1 2018 and has held it in 24 quarters since.
  • Bartlett & Co Wealth Management's FirstEnergy position peaked at $73.6K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.