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Cornerstone Planning Group’s FirstEnergy FE Stock Holding History

Cornerstone Planning Group’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 		$55.9K Buy
1,133
+36
+3% +$1.71K 0.01% 383
2026
Q1 		$50.3K Buy
1,097
+186
+20% +$9.02K 0.01% 400
2025
Q4 		$43.2K Buy
911
+39
+4% +$1.79K 0.01% 386
2025
Q3 		$40.3K Buy
872
+3
+0.3% +$128 0.01% 391
2025
Q2 		$37.8K Buy
869
+15
+2% +$619 0.01% 287
2025
Q1 		$36.4K Sell
854
-11
-1% -$438 0.01% 291
2024
Q4 		$35.3K Buy
865
+20
+2% +$836 0.01% 230
2024
Q3 		$36.2K Hold
845
– – 0.01% 226
2024
Q2 		$35.4K Buy
845
+134
+19% +$5.2K 0.01% 242
2024
Q1 		$27.9K Sell
711
-7
-1% -$262 0.01% 253
2023
Q4 		$26.3K Hold
718
– – 0.01% 282
2023
Q3 		$24.5K Sell
718
-80
-10% -$2.98K 0.01% 279
2023
Q2 		$31K Buy
+798
New +$31.3K 0.01% 333
2022
Q4 		$57.9K Buy
+1,383
New +$54.1K 0.02% 245

Other funds holding FE

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Cornerstone Planning Group's FE Position: Q2 2026 in Review

Cornerstone Planning Group increased its FirstEnergy (FE) stake by 3.3% in Q2 2026, buying an estimated $1.71K and bringing the position to 1,133 shares worth $55.9K. The position accounts for 0.01% of the portfolio, ranked #383.

Cornerstone Planning Group first reported a position in FE in Q4 2022 and has held it in 14 quarters since. The position peaked at $57.9K in Q4 2022. 523 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Cornerstone Planning Group held 1,133 shares of FirstEnergy worth $55.9K as of Q2 2026.
  • Cornerstone Planning Group bought 36 FirstEnergy shares in Q2 2026, an estimated $1.71K.
  • FirstEnergy made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #383 holding.
  • Cornerstone Planning Group first reported a position in FirstEnergy in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's FirstEnergy position peaked at $57.9K in Q4 2022.
  • 523 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.