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 Q3	$5.61M	Sell	129,469 -1,130	-0.9%	-$53.1K	0.28%	75
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 Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Berger Financial Group's FE Position: Q3 2026 in Review

Berger Financial Group reduced its FirstEnergy (FE) stake by 0.87% in Q3 2026, selling an estimated $53.1K and leaving 129,469 shares worth $5.61M. The position accounts for 0.28% of the portfolio, ranked #75.

Berger Financial Group first reported a position in FE in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.84M in Q1 2026. 771 funds tracked by Wall St. Rank hold FE as of Q3 2026.

Berger Financial Group held 129,469 shares of FirstEnergy worth $5.61M as of Q3 2026.
Berger Financial Group sold 1,130 FirstEnergy shares in Q3 2026, an estimated $53.1K.
FirstEnergy made up 0.28% of Berger Financial Group's portfolio in Q3 2026, its #75 holding.
Berger Financial Group first reported a position in FirstEnergy in Q1 2025 and has held it in 7 quarters since.
Berger Financial Group's FirstEnergy position peaked at $6.84M in Q1 2026.
771 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.