Cranbrook Wealth Management’s FirstEnergy FE Stock Holding History

Cranbrook 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 Q1	$20.3K	Hold	401	–	–	﹤0.01%	243
2025 Q4	$18K	Hold	401	–	–	﹤0.01%	253
2025 Q3	$18.4K	Sell	401 -221	-36%	-$9.44K	﹤0.01%	260
2025 Q2	$25K	Buy	622 +156	+33%	+$6.44K	0.01%	234
2025 Q1	$18.8K	Hold	466	–	–	﹤0.01%	234
2024 Q4	$18.5K	Buy	466 +65	+16%	+$2.72K	﹤0.01%	229
2024 Q3	$17.8K	Hold	401	–	–	﹤0.01%	233
2024 Q2	$15.3K	Hold	401	–	–	﹤0.01%	230
2024 Q1	$15.5K	Hold	401	–	–	﹤0.01%	209
2023 Q4	$14.7K	Hold	401	–	–	﹤0.01%	217
2023 Q3	$13.7K	Hold	401	–	–	﹤0.01%	213
2023 Q2	$15.6K	Hold	401	–	–	﹤0.01%	209
2023 Q1	$16.1K	Hold	401	–	–	﹤0.01%	207
2022 Q4	$16.8K	Hold	401	–	–	﹤0.01%	200
2022 Q3	$15K	Hold	401	–	–	﹤0.01%	223
2022 Q2	$15K	Hold	401	–	–	﹤0.01%	227
2022 Q1	$18K	Buy	+401	New	+$17K	﹤0.01%	245
2015 Q4	–	Sell	-104	Closed	-$3K	–	207
2015 Q3	$3K	Hold	104	–	–	﹤0.01%	188
2015 Q2	$3K	Hold	104	–	–	﹤0.01%	191
2015 Q1	$4K	Hold	104	–	–	﹤0.01%	187
2014 Q4	$4K	Hold	104	–	–	﹤0.01%	189
2014 Q3	$3K	Hold	104	–	–	﹤0.01%	147
2014 Q2	$4K	Hold	104	–	–	﹤0.01%	140
2014 Q1	$4K	Hold	104	–	–	﹤0.01%	140
2013 Q4	$3K	Buy	+104	New	+$3.66K	﹤0.01%	196

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

Cranbrook Wealth Management's FE Position: Q1 2026 in Review

Cranbrook Wealth Management held its FirstEnergy (FE) position steady in Q1 2026 at 401 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Cranbrook Wealth Management first reported a position in FE in Q4 2013 and has held it in 25 quarters since. The position peaked at $25K in Q2 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Cranbrook Wealth Management held 401 shares of FirstEnergy worth $20.3K as of Q1 2026.
Cranbrook Wealth Management left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up ﹤0.01% of Cranbrook Wealth Management's portfolio in Q1 2026, its #243 holding.
Cranbrook Wealth Management first reported a position in FirstEnergy in Q4 2013 and has held it in 25 quarters since.
Cranbrook Wealth Management's FirstEnergy position peaked at $25K in Q2 2025.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.