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 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 $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

Cornerstone Wealth Group's FE Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its FirstEnergy (FE) stake by 0.42% in Q1 2026, selling an estimated $21.7K and leaving 106,102 shares worth $5.15M. The position accounts for 0.33% of the portfolio, ranked #85.

Cornerstone Wealth Group 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.

Cornerstone Wealth Group held 106,102 shares of FirstEnergy worth $5.15M as of Q1 2026.
Cornerstone Wealth Group sold 447 FirstEnergy shares in Q1 2026, an estimated $21.7K.
FirstEnergy made up 0.33% of Cornerstone Wealth Group's portfolio in Q1 2026, its #85 holding.
Cornerstone Wealth Group 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 Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.