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 Q2	–	Sell	-7,950	Closed	-$403K	–	89
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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Broadleaf Partners's FE Position: Q2 2026 in Review

Broadleaf Partners sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 7,950 shares — an estimated $403K sold.

Broadleaf Partners first reported a position in FE in Q4 2024 and held it in 6 quarters. The position peaked at $511K in Q1 2025. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Broadleaf Partners reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
Broadleaf Partners sold 7,950 FirstEnergy shares in Q2 2026, an estimated $403K.
Broadleaf Partners first reported a position in FirstEnergy in Q4 2024 and held it in 6 quarters.
Broadleaf Partners's FirstEnergy position peaked at $511K in Q1 2025.
930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.