Commonwealth Financial Services
FE icon

Commonwealth Financial Services’s FirstEnergy FE Stock Holding History

Commonwealth Financial 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
Q3 		– Sell
-5,426
Closed -$258K – 312
2026
Q2 		$258K Buy
5,426
+268
+5% +$12.7K 0.03% 238
2026
Q1 		$261K Buy
5,158
+109
+2% +$5.29K 0.04% 197
2025
Q4 		$226K Sell
5,049
-138
-3% -$6.34K 0.04% 207
2025
Q3 		$238K Buy
5,187
+11
+0.2% +$470 0.04% 198
2025
Q2 		$208K Sell
5,176
-693
-12% -$28.6K 0.04% 200
2025
Q1 		$237K Sell
5,869
-329
-5% -$13.1K 0.05% 174
2024
Q4 		$247K Sell
6,198
-279
-4% -$11.7K 0.05% 168
2024
Q3 		$288K Buy
6,477
+608
+10% +$25.6K 0.06% 156
2024
Q2 		$226K Buy
5,869
+249
+4% +$9.7K 0.05% 173
2024
Q1 		$206K Hold
5,620
– – 0.05% 173
2023
Q4 		$206K Buy
+5,620
New +$203K 0.05% 173

Other funds holding FE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Commonwealth Financial Services's FE Position: Q3 2026 in Review

Commonwealth Financial Services sold out of FirstEnergy (FE) in Q3 2026, closing a stake of 5,426 shares — an estimated $258K sold.

Commonwealth Financial Services first reported a position in FE in Q4 2023 and held it in 11 quarters. The position peaked at $288K in Q3 2024. 128 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Commonwealth Financial Services reported no remaining FirstEnergy position as of Q3 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 5,426 FirstEnergy shares in Q3 2026, an estimated $258K.
  • Commonwealth Financial Services first reported a position in FirstEnergy in Q4 2023 and held it in 11 quarters.
  • Commonwealth Financial Services's FirstEnergy position peaked at $288K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.