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 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 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

Berger Financial Group's FE Position: Q1 2026 in Review

Berger Financial Group reduced its FirstEnergy (FE) stake by 6.7% in Q1 2026, selling an estimated $467K and leaving 135,061 shares worth $6.84M. The position accounts for 0.38% of the portfolio, ranked #56.

Berger Financial Group first reported a position in FE in Q1 2025 and has held it in 5 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Berger Financial Group held 135,061 shares of FirstEnergy worth $6.84M as of Q1 2026.
Berger Financial Group sold 9,631 FirstEnergy shares in Q1 2026, an estimated $467K.
FirstEnergy made up 0.38% of Berger Financial Group's portfolio in Q1 2026, its #56 holding.
Berger Financial Group first reported a position in FirstEnergy in Q1 2025 and has held it in 5 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.