BFG
FE icon

Bleakley Financial Group’s FirstEnergy FE Stock Holding History

Bleakley 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 		$1.61M Buy
33,821
+4,406
+15% +$209K 0.02% 532
2026
Q1 		$1.49M Buy
29,415
+3,530
+14% +$171K 0.02% 446
2025
Q4 		$1.16M Buy
25,885
+2,497
+11% +$115K 0.02% 447
2025
Q3 		$1.07M Buy
23,388
+1,685
+8% +$71.9K 0.02% 403
2025
Q2 		$874K Buy
21,703
+7,475
+53% +$308K 0.02% 418
2025
Q1 		$575K Buy
14,228
+315
+2% +$12.5K 0.02% 414
2024
Q4 		$553K Buy
13,913
+4,400
+46% +$184K 0.02% 592
2024
Q3 		$422K Sell
9,513
-60
-0.6% -$2.52K 0.01% 644
2024
Q2 		$366K Buy
9,573
+315
+3% +$12.2K 0.01% 702
2024
Q1 		$358K Buy
9,258
+780
+9% +$29.2K 0.01% 710
2023
Q4 		$311K Sell
8,478
-136
-2% -$4.92K 0.01% 728
2023
Q3 		$294K Sell
8,614
-1,976
-19% -$73.5K 0.01% 688
2023
Q2 		$412K Sell
10,590
-271
-2% -$10.6K 0.01% 640
2023
Q1 		$435K Buy
10,861
+64
+0.6% +$2.58K 0.01% 602
2022
Q4 		$453K Buy
+10,797
New +$422K 0.02% 576

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

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

Bleakley Financial Group increased its FirstEnergy (FE) stake by 15% in Q2 2026, buying an estimated $209K and bringing the position to 33,821 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #532.

Bleakley Financial Group first reported a position in FE in Q4 2022 and has held it in 15 quarters since. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Bleakley Financial Group held 33,821 shares of FirstEnergy worth $1.61M as of Q2 2026.
  • Bleakley Financial Group bought 4,406 FirstEnergy shares in Q2 2026, an estimated $209K.
  • FirstEnergy made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #532 holding.
  • Bleakley Financial Group first reported a position in FirstEnergy in Q4 2022 and has held it in 15 quarters since.
  • 922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.