Bernard Wealth Management’s FirstEnergy FE Stock Holding History

Bernard 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	$41.9K	Hold	828	–	–	0.02%	139
2025 Q4	$37.1K	Hold	828	–	–	0.02%	144
2025 Q3	$37.9K	Hold	828	–	–	0.02%	140
2025 Q2	$33.3K	Hold	828	–	–	0.02%	146
2025 Q1	$33.5K	Hold	828	–	–	0.02%	150
2024 Q4	$32.9K	Buy	+828	New	+$34.6K	0.02%	148

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

Bernard Wealth Management's FE Position: Q1 2026 in Review

Bernard Wealth Management held its FirstEnergy (FE) position steady in Q1 2026 at 828 shares worth $41.9K. The position accounts for 0.02% of the portfolio, ranked #139.

Bernard Wealth Management first reported a position in FE in Q4 2024 and has held it in 6 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Bernard Wealth Management held 828 shares of FirstEnergy worth $41.9K as of Q1 2026.
Bernard Wealth Management left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up 0.02% of Bernard Wealth Management's portfolio in Q1 2026, its #139 holding.
Bernard Wealth Management first reported a position in FirstEnergy in Q4 2024 and has held it in 6 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.