Compass Financial Services’s FirstEnergy FE Stock Holding History

Compass 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 Q1	–	Sell	-468	Closed	-$21K	–	118
2025 Q4	$21K	Buy	468 +4	+0.9%	+$184	0.01%	153
2025 Q3	$21.2K	Buy	464 +5	+1%	+$213	0.01%	159
2025 Q2	$18.5K	Buy	+459	New	+$18.9K	0.01%	155

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Compass Financial Services's FE Position: Q1 2026 in Review

Compass Financial Services sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 468 shares — an estimated $21K sold.

Compass Financial Services first reported a position in FE in Q2 2025 and held it in 3 quarters. The position peaked at $21.2K in Q3 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Compass Financial Services reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
Compass Financial Services sold 468 FirstEnergy shares in Q1 2026, an estimated $21K.
Compass Financial Services first reported a position in FirstEnergy in Q2 2025 and held it in 3 quarters.
Compass Financial Services's FirstEnergy position peaked at $21.2K in Q3 2025.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.