BFG
FE icon

Berger Financial Group’s FirstEnergy FE Stock Holding History

Berger 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
Q2 		$6.21M Sell
130,599
-4,462
-3% -$212K 0.32% 69
2026
Q1 		$6.84M Sell
135,061
-9,631
-7% -$467K 0.38% 56
2025
Q4 		$6.48M Buy
144,692
+407
+0.3% +$18.7K 0.37% 60
2025
Q3 		$6.61M Buy
144,285
+896
+0.6% +$38.3K 0.4% 58
2025
Q2 		$5.77M Buy
143,389
+2,595
+2% +$107K 0.37% 66
2025
Q1 		$5.69M Buy
+140,794
New +$5.61M 0.4% 62

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

Berger Financial Group's FE Position: Q2 2026 in Review

Berger Financial Group reduced its FirstEnergy (FE) stake by 3.3% in Q2 2026, selling an estimated $212K and leaving 130,599 shares worth $6.21M. The position accounts for 0.32% of the portfolio, ranked #69.

Berger Financial Group first reported a position in FE in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.84M in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Berger Financial Group held 130,599 shares of FirstEnergy worth $6.21M as of Q2 2026.
  • Berger Financial Group sold 4,462 FirstEnergy shares in Q2 2026, an estimated $212K.
  • FirstEnergy made up 0.32% of Berger Financial Group's portfolio in Q2 2026, its #69 holding.
  • Berger Financial Group first reported a position in FirstEnergy in Q1 2025 and has held it in 6 quarters since.
  • Berger Financial Group's FirstEnergy position peaked at $6.84M in Q1 2026.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.