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Cornerstone Financial Management’s FirstEnergy FE Stock Holding History

Cornerstone 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
Q2 		$8.32K Buy
175
+88
+101% +$4.18K 0.01% 514
2026
Q1 		$4.41K Buy
87
+10
+13% +$485 ﹤0.01% 516
2025
Q4 		$3.45K Buy
+77
New +$3.54K ﹤0.01% 526

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Cornerstone Financial Management's FE Position: Q2 2026 in Review

Cornerstone Financial Management increased its FirstEnergy (FE) stake by 101% in Q2 2026, buying an estimated $4.18K and bringing the position to 175 shares worth $8.32K. The position accounts for 0.01% of the portfolio, ranked #514.

Cornerstone Financial Management first reported a position in FE in Q4 2025 and has held it in 3 quarters since. 927 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Cornerstone Financial Management held 175 shares of FirstEnergy worth $8.32K as of Q2 2026.
  • Cornerstone Financial Management bought 88 FirstEnergy shares in Q2 2026, an estimated $4.18K.
  • FirstEnergy made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #514 holding.
  • Cornerstone Financial Management first reported a position in FirstEnergy in Q4 2025 and has held it in 3 quarters since.
  • 927 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.