CFFP
FE icon

Center for Financial Planning’s FirstEnergy FE Stock Holding History

Center for Financial Planning’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 		$74.1K Hold
1,559
– – 0.01% 273
2026
Q1 		$79K Hold
1,559
– – 0.01% 258
2025
Q4 		$69.8K Hold
1,559
– – 0.01% 265
2025
Q3 		$71.4K Hold
1,559
– – 0.01% 268
2025
Q2 		$62.8K Hold
1,559
– – 0.01% 270
2025
Q1 		$63K Hold
1,559
– – 0.01% 258
2024
Q4 		$62K Hold
1,559
– – 0.01% 242
2024
Q3 		$69.1K Hold
1,559
– – 0.01% 220
2024
Q2 		$59.7K Hold
1,559
– – 0.01% 214
2024
Q1 		$60.2K Hold
1,559
– – 0.01% 218
2023
Q4 		$57.2K Hold
1,559
– – 0.01% 208
2023
Q3 		$53.3K Hold
1,559
– – 0.01% 209
2023
Q2 		$60.6K Sell
1,559
-573
-27% -$22.5K 0.01% 203
2023
Q1 		$85.4K Buy
2,132
+573
+37% +$23.1K 0.02% 176
2022
Q4 		$65.4K Sell
1,559
-300
-16% -$11.7K 0.02% 195
2022
Q3 		$69K Hold
1,859
– – 0.02% 186
2022
Q2 		$71K Hold
1,859
– – 0.02% 187
2022
Q1 		$85K Hold
1,859
– – 0.02% 186
2021
Q4 		$77K Hold
1,859
– – 0.02% 190
2021
Q3 		$66K Hold
1,859
– – 0.02% 194
2021
Q2 		$69K Hold
1,859
– – 0.02% 191
2021
Q1 		$64K Hold
1,859
– – 0.02% 196
2020
Q4 		$57K Hold
1,859
– – 0.02% 192
2020
Q3 		$53K Hold
1,859
– – 0.02% 182
2020
Q2 		$72K Hold
1,859
– – 0.03% 162
2020
Q1 		$74K Hold
1,859
– – 0.03% 147
2019
Q4 		$90K Buy
+1,859
New +$88.8K 0.02% 145

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Center for Financial Planning's FE Position: Q2 2026 in Review

Center for Financial Planning held its FirstEnergy (FE) position steady in Q2 2026 at 1,559 shares worth $74.1K. The position accounts for 0.01% of the portfolio, ranked #273.

Center for Financial Planning first reported a position in FE in Q4 2019 and has held it in 27 quarters since. The position peaked at $90K in Q4 2019. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Center for Financial Planning held 1,559 shares of FirstEnergy worth $74.1K as of Q2 2026.
  • Center for Financial Planning left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #273 holding.
  • Center for Financial Planning first reported a position in FirstEnergy in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's FirstEnergy position peaked at $90K in Q4 2019.
  • 922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.