Broadleaf Partners’s FirstEnergy FE Stock Holding History

Broadleaf Partners’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	$403K	Hold	7,950	–	–	0.09%	60
2025 Q4	$356K	Hold	7,950	–	–	0.08%	63
2025 Q3	$364K	Buy	7,950 +300	+4%	+$12.8K	0.08%	60
2025 Q2	$308K	Sell	7,650 -5,000	-40%	-$206K	0.07%	68
2025 Q1	$511K	Hold	12,650	–	–	0.13%	58
2024 Q4	$503K	Buy	+12,650	New	+$529K	0.12%	56

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

Broadleaf Partners's FE Position: Q1 2026 in Review

Broadleaf Partners held its FirstEnergy (FE) position steady in Q1 2026 at 7,950 shares worth $403K. The position accounts for 0.09% of the portfolio, ranked #60.

Broadleaf Partners first reported a position in FE in Q4 2024 and has held it in 6 quarters since. The position peaked at $511K in Q1 2025. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Broadleaf Partners held 7,950 shares of FirstEnergy worth $403K as of Q1 2026.
Broadleaf Partners left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up 0.09% of Broadleaf Partners's portfolio in Q1 2026, its #60 holding.
Broadleaf Partners first reported a position in FirstEnergy in Q4 2024 and has held it in 6 quarters since.
Broadleaf Partners's FirstEnergy position peaked at $511K in Q1 2025.
924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.