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Cornerstone Wealth Management’s FirstEnergy FE Stock Holding History

Cornerstone Wealth 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 		$253K Sell
5,325
-200
-4% -$9.5K 0.01% 654
2026
Q1 		$280K Hold
5,525
– – 0.01% 594
2025
Q4 		$247K Hold
5,525
– – 0.01% 594
2025
Q3 		$253K Sell
5,525
-80
-1% -$3.42K 0.01% 579
2025
Q2 		$226K Buy
5,605
+550
+11% +$22.7K 0.01% 586
2025
Q1 		$204K Sell
5,055
-50
-1% -$1.99K 0.01% 574
2024
Q4 		$203K Buy
+5,105
New +$213K 0.01% 561

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 Wealth Management's FE Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its FirstEnergy (FE) stake by 3.6% in Q2 2026, selling an estimated $9.5K and leaving 5,325 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #654.

Cornerstone Wealth Management first reported a position in FE in Q4 2024 and has held it in 7 quarters since. The position peaked at $280K in Q1 2026. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Cornerstone Wealth Management held 5,325 shares of FirstEnergy worth $253K as of Q2 2026.
  • Cornerstone Wealth Management sold 200 FirstEnergy shares in Q2 2026, an estimated $9.5K.
  • FirstEnergy made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #654 holding.
  • Cornerstone Wealth Management first reported a position in FirstEnergy in Q4 2024 and has held it in 7 quarters since.
  • Cornerstone Wealth Management's FirstEnergy position peaked at $280K in Q1 2026.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.