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
2018 Q4	–	Sell	-69,165	Closed	-$2.2M	–	608
2018 Q3	$2.2M	Sell	69,165 -1,284	-2%	-$46.9K	0.03%	466
2018 Q2	$1.95M	Buy	+70,449	New	+$2.41M	0.02%	559

Other funds holding FE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 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 Q2 2018 and has held it in 9 quarters since. The position peaked at $2.2M in Q3 2018. 227 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 Q2 2018 and has held it in 9 quarters since.
Cornerstone Wealth Management's FirstEnergy position peaked at $2.2M in Q3 2018.
227 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.