CIAS
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CBIZ Investment Advisory Services’s FirstEnergy FE Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-77
Closed -$3.45K – 537
2025
Q4 		$3.45K Hold
77
– – ﹤0.01% 571
2025
Q3 		$3.53K Buy
77
+12
+18% +$512 ﹤0.01% 505
2025
Q2 		$2.62K Buy
+65
New +$2.68K ﹤0.01% 513

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

CBIZ Investment Advisory Services's FE Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 77 shares — an estimated $3.45K sold.

CBIZ Investment Advisory Services first reported a position in FE in Q2 2025 and held it in 3 quarters. The position peaked at $3.53K in Q3 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 77 FirstEnergy shares in Q1 2026, an estimated $3.45K.
  • CBIZ Investment Advisory Services first reported a position in FirstEnergy in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's FirstEnergy position peaked at $3.53K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.