C.M. Bidwell & Associates’s FirstEnergy FE Stock Holding History

C.M. Bidwell & Associates’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	$283K	Sell	5,593 -7	-0.1%	-$340	0.13%	95
2025 Q4	$251K	Buy	+5,600	New	+$257K	0.12%	115
2024 Q1	–	Sell	-1,535	Closed	-$56.3K	–	501
2023 Q4	$56.3K	Hold	1,535	–	–	0.04%	212
2023 Q3	$52.5K	Sell	1,535 -145	-9%	-$5.39K	0.04%	278
2023 Q2	$65.3K	Hold	1,680	–	–	0.05%	275
2023 Q1	$67.3K	Hold	1,680	–	–	0.05%	272
2022 Q4	$70.5K	Buy	+1,680	New	+$65.7K	0.06%	261
2020 Q2	–	Sell	-6,605	Closed	-$265K	–	423
2020 Q1	$265K	Buy	6,605 +250	+4%	+$11.6K	0.28%	94
2019 Q4	$309K	Buy	+6,355	New	+$304K	0.28%	83
2019 Q2	–	Sell	-7,365	Closed	-$306K	–	411
2019 Q1	$306K	Buy	+7,365	New	+$293K	0.31%	95
2014 Q3	–	Sell	-7,540	Closed	-$262K	–	248
2014 Q2	$262K	Hold	7,540	–	–	0.06%	125
2014 Q1	$257K	Buy	7,540 +1,492	+25%	+$47.2K	0.06%	124
2013 Q4	$199K	Sell	6,048 -205	-3%	-$7.22K	0.05%	161
2013 Q3	$228K	Hold	6,253	–	–	0.06%	136
2013 Q2	$233K	Buy	+6,253	New	+$263K	0.07%	107

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

C.M. Bidwell & Associates's FE Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its FirstEnergy (FE) stake by 0.13% in Q1 2026, selling an estimated $340 and leaving 5,593 shares worth $283K. The position accounts for 0.13% of the portfolio, ranked #95.

C.M. Bidwell & Associates first reported a position in FE in Q2 2013 and has held it in 15 quarters since. The position peaked at $309K in Q4 2019. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

C.M. Bidwell & Associates held 5,593 shares of FirstEnergy worth $283K as of Q1 2026.
C.M. Bidwell & Associates sold 7 FirstEnergy shares in Q1 2026, an estimated $340.
FirstEnergy made up 0.13% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #95 holding.
C.M. Bidwell & Associates first reported a position in FirstEnergy in Q2 2013 and has held it in 15 quarters since.
C.M. Bidwell & Associates's FirstEnergy position peaked at $309K in Q4 2019.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.