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Bedel Financial Consulting’s FirstEnergy FE Stock Holding History

Bedel Financial Consulting’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 		$429K Buy
9,014
+5
+0.1% +$237 0.04% 194
2026
Q1 		$456K Buy
9,009
+596
+7% +$28.9K 0.05% 172
2025
Q4 		$377K Buy
8,413
+8
+0.1% +$367 0.04% 192
2025
Q3 		$385K Buy
8,405
+8
+0.1% +$342 0.05% 190
2025
Q2 		$338K Buy
8,397
+9
+0.1% +$371 0.05% 201
2025
Q1 		$362K Buy
8,388
+757
+10% +$30.1K 0.05% 182
2024
Q4 		$307K Buy
7,631
+8
+0.1% +$334 0.04% 208
2024
Q3 		$338K Buy
7,623
+7
+0.1% +$295 0.05% 190
2024
Q2 		$291K Buy
7,616
+9
+0.1% +$349 0.04% 199
2024
Q1 		$294K Buy
7,607
+8
+0.1% +$299 0.05% 197
2023
Q4 		$279K Buy
7,599
+7
+0.1% +$253 0.05% 196
2023
Q3 		$259K Buy
7,592
+8
+0.1% +$298 0.05% 191
2023
Q2 		$295K Buy
7,584
+380
+5% +$14.9K 0.06% 182
2023
Q1 		$289K Buy
7,204
+713
+11% +$28.8K 0.07% 174
2022
Q4 		$272K Buy
6,491
+1,078
+20% +$42.1K 0.07% 177
2022
Q3 		$202K Buy
+5,413
New +$214K 0.05% 206
2022
Q2 		– Sell
-1,515
Closed -$69K – 417
2022
Q1 		$69K Buy
1,515
+210
+16% +$8.88K 0.02% 340
2021
Q4 		$54K Buy
1,305
+8
+0.6% +$308 0.02% 381
2021
Q3 		$46K Buy
1,297
+7
+0.5% +$266 0.02% 389
2021
Q2 		$48K Buy
1,290
+7
+0.5% +$260 0.02% 378
2021
Q1 		$45K Buy
1,283
+593
+86% +$19.4K 0.02% 376
2020
Q4 		$21K Buy
+690
New +$20.7K 0.01% 442

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bedel Financial Consulting's FE Position: Q2 2026 in Review

Bedel Financial Consulting increased its FirstEnergy (FE) stake by 0.06% in Q2 2026, buying an estimated $237 and bringing the position to 9,014 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #194.

Bedel Financial Consulting first reported a position in FE in Q4 2020 and has held it in 22 quarters since. The position peaked at $456K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Bedel Financial Consulting held 9,014 shares of FirstEnergy worth $429K as of Q2 2026.
  • Bedel Financial Consulting bought 5 FirstEnergy shares in Q2 2026, an estimated $237.
  • FirstEnergy made up 0.04% of Bedel Financial Consulting's portfolio in Q2 2026, its #194 holding.
  • Bedel Financial Consulting first reported a position in FirstEnergy in Q4 2020 and has held it in 22 quarters since.
  • Bedel Financial Consulting's FirstEnergy position peaked at $456K in Q1 2026.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.