Catalyst Financial Partners’s FirstEnergy FE Stock Holding History

Catalyst Financial 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	-4,010	Closed	-$203K	–	425
2026 Q1	$203K	Buy	+4,010	New	+$194K	0.02%	363

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

Catalyst Financial Partners's FE Position: Q2 2026 in Review

Catalyst Financial Partners sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 4,010 shares — an estimated $203K sold.

Catalyst Financial Partners first reported a position in FE in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Catalyst Financial Partners reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
Catalyst Financial Partners sold 4,010 FirstEnergy shares in Q2 2026, an estimated $203K.
Catalyst Financial Partners first reported a position in FirstEnergy in Q1 2026 and held it in 1 quarter.
Catalyst Financial Partners's FirstEnergy position peaked at $203K in Q1 2026.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.