Cedar Wealth Management’s FirstEnergy FE Stock Holding History

Cedar Wealth Management’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 Q3	$407K	Buy	+9,400	New	+$441K	0.1%	77
2024 Q2	–	Sell	-7,150	Closed	-$276K	–	320
2024 Q1	$276K	Buy	7,150 +1,250	+21%	+$46.8K	0.09%	95
2023 Q4	$216K	Hold	5,900	–	–	0.08%	103
2023 Q3	$202K	Buy	5,900 +100	+2%	+$3.72K	0.08%	105
2023 Q2	$226K	Hold	5,800	–	–	0.09%	97
2023 Q1	$232K	Hold	5,800	–	–	0.1%	91
2022 Q4	$243K	Hold	5,800	–	–	0.12%	84
2022 Q3	$215K	Hold	5,800	–	–	0.11%	96
2022 Q2	$223K	Hold	5,800	–	–	0.1%	103
2022 Q1	$266K	Hold	5,800	–	–	0.11%	105
2021 Q4	$241K	Hold	5,800	–	–	0.1%	111
2021 Q3	$207K	Hold	5,800	–	–	0.09%	104
2021 Q2	$216K	Hold	5,800	–	–	0.1%	105
2021 Q1	$201K	Buy	+5,800	New	+$189K	0.1%	99

Other funds holding FE

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Cedar Wealth Management's FE Position: Q3 2026 in Review

Cedar Wealth Management opened a new position in FirstEnergy (FE) in Q3 2026: 9,400 shares worth $407K. The stake represents 0.1% of the portfolio and ranks #77 among its holdings. This is a return to the name: Cedar Wealth Management previously reported a position in FE as recently as Q1 2024.

Cedar Wealth Management first reported a position in FE in Q1 2021 and has held it in 14 quarters since. 771 funds tracked by Wall St. Rank hold FE as of Q3 2026.

Cedar Wealth Management held 9,400 shares of FirstEnergy worth $407K as of Q3 2026.
FirstEnergy was a new Cedar Wealth Management position in Q3 2026.
FirstEnergy made up 0.1% of Cedar Wealth Management's portfolio in Q3 2026, its #77 holding.
Cedar Wealth Management first reported a position in FirstEnergy in Q1 2021 and has held it in 14 quarters since.
771 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Cedar Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.