Corient Private Wealth
FE icon

Corient Private Wealth’s FirstEnergy FE Stock Holding History

Corient Private Wealth’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 		$4.27M Sell
84,834
-20,265
-19% -$983K 0.01% 911
2025
Q4 		$4.15M Buy
105,099
+61,044
+139% +$2.8M ﹤0.01% 1147
2025
Q3 		$2.02M Sell
44,055
-1,419
-3% -$60.6K ﹤0.01% 1057
2025
Q2 		$1.83M Sell
45,474
-416
-0.9% -$17.2K ﹤0.01% 1074
2025
Q1 		$1.85M Buy
45,890
+3,116
+7% +$124K ﹤0.01% 1003
2024
Q4 		$1.7M Buy
42,774
+3,932
+10% +$164K ﹤0.01% 1061
2024
Q3 		$1.72M Sell
38,842
-4,569
-11% -$192K ﹤0.01% 1164
2024
Q2 		$1.66M Buy
43,411
+5,120
+13% +$199K ﹤0.01% 1109
2024
Q1 		$1.48M Sell
38,291
-8,607
-18% -$322K ﹤0.01% 1173
2023
Q4 		$1.72M Buy
46,898
+5,979
+15% +$216K ﹤0.01% 1070
2023
Q3 		$1.4M Sell
40,919
-3,806
-9% -$142K ﹤0.01% 1062
2023
Q2 		$1.74M Buy
44,725
+654
+1% +$25.7K ﹤0.01% 945
2023
Q1 		$1.77M Buy
44,071
+13,682
+45% +$553K ﹤0.01% 883
2022
Q4 		$1.28M Buy
+30,389
New +$1.19M ﹤0.01% 840

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth's FE Position: Q1 2026 in Review

Corient Private Wealth reduced its FirstEnergy (FE) stake by 19% in Q1 2026, selling an estimated $983K and leaving 84,834 shares worth $4.27M. The position accounts for 0.01% of the portfolio, ranked #911.

Corient Private Wealth first reported a position in FE in Q4 2022 and has held it in 14 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Corient Private Wealth held 84,834 shares of FirstEnergy worth $4.27M as of Q1 2026.
  • Corient Private Wealth sold 20,265 FirstEnergy shares in Q1 2026, an estimated $983K.
  • FirstEnergy made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #911 holding.
  • Corient Private Wealth first reported a position in FirstEnergy in Q4 2022 and has held it in 14 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.