Compass Financial Management
FE icon

Compass Financial Management’s FirstEnergy FE Stock Holding History

Compass Financial 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 		$16.5K Sell
380
-21
-5% -$986 ﹤0.01% 1005
2026
Q2 		$19.2K Buy
+401
New +$19K ﹤0.01% 903

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Compass Financial Management's FE Position: Q3 2026 in Review

Compass Financial Management reduced its FirstEnergy (FE) stake by 5.2% in Q3 2026, selling an estimated $986 and leaving 380 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Compass Financial Management first reported a position in FE in Q2 2026 and has held it in 2 quarters since. The position peaked at $19.2K in Q2 2026. 771 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Compass Financial Management held 380 shares of FirstEnergy worth $16.5K as of Q3 2026.
  • Compass Financial Management sold 21 FirstEnergy shares in Q3 2026, an estimated $986.
  • FirstEnergy made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1005 holding.
  • Compass Financial Management first reported a position in FirstEnergy in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's FirstEnergy position peaked at $19.2K in Q2 2026.
  • 771 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.