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COMPASS FINANCIAL MANAGEMENT LLC’s FirstEnergy FE Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$19.2K Buy
+401
New +$19K ﹤0.01% 903

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's FE Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in FirstEnergy (FE) in Q2 2026: 401 shares worth $19.2K. The stake represents ﹤0.01% of the portfolio and ranks #903 among its holdings.

734 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 401 shares of FirstEnergy worth $19.2K as of Q2 2026.
  • FirstEnergy was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • FirstEnergy made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #903 holding.
  • 734 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.