Cornerstone Wealth Group’s FirstEnergy FE Stock Holding History

Cornerstone Wealth 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	$5.17M	Buy	108,819 +2,717	+3%	+$129K	0.31%	89
2026 Q1	$5.15M	Sell	106,102 -447	-0.4%	-$21.7K	0.33%	85
2025 Q4	$4.77M	Buy	106,549 +1,958	+2%	+$89.9K	0.33%	91
2025 Q3	$4.79M	Buy	104,591 +2,235	+2%	+$95.4K	0.32%	87
2025 Q2	$4.12M	Buy	102,356 +4,681	+5%	+$193K	0.31%	89
2025 Q1	$3.95M	Buy	97,675 +6,574	+7%	+$262K	0.33%	89
2024 Q4	$3.62M	Buy	91,101 +2,012	+2%	+$84.1K	0.3%	84
2024 Q3	$3.95M	Buy	89,089 +1,415	+2%	+$59.5K	0.33%	84
2024 Q2	$3.36M	Buy	87,674 +3,852	+5%	+$149K	0.3%	85
2024 Q1	$3.24M	Buy	83,822 +4,765	+6%	+$178K	0.3%	86
2023 Q4	$2.9M	Buy	79,057 +12,704	+19%	+$460K	0.42%	71
2023 Q3	$2.27M	Buy	66,353 +873	+1%	+$32.5K	0.4%	79
2023 Q2	$2.55M	Buy	65,480 +1,825	+3%	+$71.6K	0.46%	73
2023 Q1	$2.55M	Buy	63,655 +1,791	+3%	+$72.3K	0.45%	77
2022 Q4	$2.59M	Buy	+61,864	New	+$2.42M	0.49%	69

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Cornerstone Wealth Group increased its FirstEnergy (FE) stake by 2.6% in Q2 2026, buying an estimated $129K and bringing the position to 108,819 shares worth $5.17M. The position accounts for 0.31% of the portfolio, ranked #89.

Cornerstone Wealth Group first reported a position in FE in Q4 2022 and has held it in 15 quarters since. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Cornerstone Wealth Group held 108,819 shares of FirstEnergy worth $5.17M as of Q2 2026.
Cornerstone Wealth Group bought 2,717 FirstEnergy shares in Q2 2026, an estimated $129K.
FirstEnergy made up 0.31% of Cornerstone Wealth Group's portfolio in Q2 2026, its #89 holding.
Cornerstone Wealth Group first reported a position in FirstEnergy in Q4 2022 and has held it in 15 quarters since.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.