BGAI
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Bruce G. Allen Investments’s FirstEnergy FE Stock Holding History

Bruce G. Allen Investments’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 		$13.1K Hold
258
– – 0.01% 453
2025
Q4 		$11.6K Hold
258
– – 0.01% 459
2025
Q3 		$11.8K Hold
258
– – 0.01% 458
2025
Q2 		$10.4K Sell
258
-2
-0.8% -$83 0.01% 473
2025
Q1 		$10.5K Sell
260
-18
-6% -$717 0.01% 455
2024
Q4 		$11.1K Sell
278
-3
-1% -$125 0.01% 458
2024
Q3 		$12.5K Buy
281
+36
+15% +$1.51K 0.01% 453
2024
Q2 		$9.38K Buy
245
+2
+0.8% +$78 0.01% 471
2024
Q1 		$9.38K Buy
243
+12
+5% +$449 0.01% 482
2023
Q4 		$8.47K Buy
+231
New +$8.36K 0.01% 514

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bruce G. Allen Investments's FE Position: Q1 2026 in Review

Bruce G. Allen Investments held its FirstEnergy (FE) position steady in Q1 2026 at 258 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #453.

Bruce G. Allen Investments first reported a position in FE in Q4 2023 and has held it in 10 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Bruce G. Allen Investments held 258 shares of FirstEnergy worth $13.1K as of Q1 2026.
  • Bruce G. Allen Investments left its FirstEnergy share count unchanged in Q1 2026.
  • FirstEnergy made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #453 holding.
  • Bruce G. Allen Investments first reported a position in FirstEnergy in Q4 2023 and has held it in 10 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.