Creative Planning’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.2M | Buy |
142,214
+32,266
| +29% | +$1.56M | ﹤0.01% | 923 |
|
|
2025
Q4 | $4.92M | Buy |
109,948
+18,446
| +20% | +$847K | ﹤0.01% | 1019 |
|
|
2025
Q3 | $4.19M | Buy |
91,502
+27,325
| +43% | +$1.17M | ﹤0.01% | 983 |
|
|
2025
Q2 | $2.58M | Buy |
64,177
+14,897
| +30% | +$615K | ﹤0.01% | 1129 |
|
|
2025
Q1 | $1.99M | Sell |
49,280
-2,292
| -4% | -$91.3K | ﹤0.01% | 1178 |
|
|
2024
Q4 | $2.05M | Buy |
51,572
+13,271
| +35% | +$555K | ﹤0.01% | 1123 |
|
|
2024
Q3 | $1.7M | Buy |
38,301
+1,813
| +5% | +$76.3K | ﹤0.01% | 1172 |
|
|
2024
Q2 | $1.4M | Buy |
36,488
+372
| +1% | +$14.4K | ﹤0.01% | 1185 |
|
|
2024
Q1 | $1.39M | Buy |
36,116
+7,534
| +26% | +$282K | ﹤0.01% | 1132 |
|
|
2023
Q4 | $1.05M | Sell |
28,582
-2,866
| -9% | -$104K | ﹤0.01% | 1204 |
|
|
2023
Q3 | $1.07M | Sell |
31,448
-6,559
| -17% | -$244K | ﹤0.01% | 1131 |
|
|
2023
Q2 | $1.48M | Buy |
38,007
+6,762
| +22% | +$265K | ﹤0.01% | 946 |
|
|
2023
Q1 | $1.25M | Buy |
31,245
+5,014
| +19% | +$203K | ﹤0.01% | 968 |
|
|
2022
Q4 | $1.1M | Buy |
26,231
+1,982
| +8% | +$77.5K | ﹤0.01% | 986 |
|
|
2022
Q3 | $897K | Buy |
24,249
+754
| +3% | +$29.8K | ﹤0.01% | 1004 |
|
|
2022
Q2 | $902K | Buy |
23,495
+1,744
| +8% | +$74.5K | ﹤0.01% | 1017 |
|
|
2022
Q1 | $998K | Buy |
21,751
+891
| +4% | +$37.7K | ﹤0.01% | 983 |
|
|
2021
Q4 | $868K | Sell |
20,860
-1,542
| -7% | -$59.5K | ﹤0.01% | 1021 |
|
|
2021
Q3 | $798K | Buy |
22,402
+5,285
| +31% | +$201K | ﹤0.01% | 1055 |
|
|
2021
Q2 | $637K | Sell |
17,117
-10,291
| -38% | -$383K | ﹤0.01% | 1146 |
|
|
2021
Q1 | $951K | Buy |
27,408
+1,267
| +5% | +$41.4K | ﹤0.01% | 1052 |
|
|
2020
Q4 | $800K | Sell |
26,141
-3,514
| -12% | -$105K | ﹤0.01% | 1056 |
|
|
2020
Q3 | $851K | Buy |
29,655
+4,070
| +16% | +$128K | ﹤0.01% | 871 |
|
|
2020
Q2 | $992K | Sell |
25,585
-6,372
| -20% | -$263K | ﹤0.01% | 744 |
|
|
2020
Q1 | $1.28M | Buy |
31,957
+3,188
| +11% | +$148K | ﹤0.01% | 557 |
|
|
2019
Q4 | $1.4M | Sell |
28,769
-4,705
| -14% | -$225K | ﹤0.01% | 651 |
|
|
2019
Q3 | $1.61M | Sell |
33,474
-2,490
| -7% | -$113K | 0.01% | 562 |
|
|
2019
Q2 | $1.54M | Buy |
35,964
+154
| +0.4% | +$6.47K | 0.01% | 580 |
|
|
2019
Q1 | $1.49M | Sell |
35,810
-840
| -2% | -$33.4K | 0.01% | 575 |
|
|
2018
Q4 | $1.38M | Buy |
36,650
+9,148
| +33% | +$347K | 0.01% | 537 |
|
|
2018
Q3 | $1.02M | Sell |
27,502
-9,449
| -26% | -$345K | ﹤0.01% | 757 |
|
|
2018
Q2 | $1.33M | Buy |
36,951
+54
| +0.1% | +$1.85K | 0.01% | 597 |
|
|
2018
Q1 | $1.25M | Buy |
36,897
+3,872
| +12% | +$124K | 0.01% | 617 |
|
|
2017
Q4 | $1.01M | Buy |
33,025
+2,231
| +7% | +$72.5K | ﹤0.01% | 725 |
|
|
2017
Q3 | $949K | Sell |
30,794
-950
| -3% | -$29.9K | ﹤0.01% | 738 |
|
|
2017
Q2 | $926K | Sell |
31,744
-8,483
| -21% | -$252K | ﹤0.01% | 730 |
|
|
2017
Q1 | $1.28M | Sell |
40,227
-4,164
| -9% | -$128K | 0.01% | 581 |
|
|
2016
Q4 | $1.38M | Buy |
44,391
+2,883
| +7% | +$92.3K | 0.01% | 509 |
|
|
2016
Q3 | $1.37M | Sell |
41,508
-2,575
| -6% | -$87.5K | 0.01% | 484 |
|
|
2016
Q2 | $1.54M | Buy |
44,083
+2,984
| +7% | +$101K | 0.01% | 404 |
|
|
2016
Q1 | $1.48M | Buy |
41,099
+565
| +1% | +$19K | 0.01% | 387 |
|
|
2015
Q4 | $1.29M | Buy |
40,534
+6,766
| +20% | +$213K | 0.01% | 428 |
|
|
2015
Q3 | $1.06M | Sell |
33,768
-1,087
| -3% | -$35.6K | 0.01% | 454 |
|
|
2015
Q2 | $1.14M | Sell |
34,855
-2,095
| -6% | -$73.3K | 0.01% | 434 |
|
|
2015
Q1 | $1.29M | Sell |
36,950
-4,128
| -10% | -$154K | 0.01% | 387 |
|
|
2014
Q4 | $1.6M | Buy |
41,078
+1,961
| +5% | +$71.9K | 0.02% | 323 |
|
|
2014
Q3 | $1.31M | Buy |
39,117
+1,769
| +5% | +$58.5K | 0.02% | 328 |
|
|
2014
Q2 | $1.3M | Sell |
37,348
-1,210
| -3% | -$40.7K | 0.02% | 323 |
|
|
2014
Q1 | $1.31M | Buy |
38,558
+13,426
| +53% | +$424K | 0.02% | 293 |
|
|
2013
Q4 | $829K | Buy |
25,132
+2,532
| +11% | +$89.2K | 0.01% | 360 |
|
|
2013
Q3 | $824K | Sell |
22,600
-595
| -3% | -$22.3K | 0.02% | 310 |
|
|
2013
Q2 | $866K | Buy |
+23,195
| New | +$976K | 0.02% | 264 |
|
Other funds holding FE
VCM
VPM
Creative Planning's FE Position: Q1 2026 in Review
Creative Planning increased its FirstEnergy (FE) stake by 29% in Q1 2026, buying an estimated $1.56M and bringing the position to 142,214 shares worth $7.2M. The position accounts for ﹤0.01% of the portfolio, ranked #923.
Creative Planning first reported a position in FE in Q2 2013 and has held it in 52 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.
- Creative Planning held 142,214 shares of FirstEnergy worth $7.2M as of Q1 2026.
- Creative Planning bought 32,266 FirstEnergy shares in Q1 2026, an estimated $1.56M.
- FirstEnergy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #923 holding.
- Creative Planning first reported a position in FirstEnergy in Q2 2013 and has held it in 52 quarters since.
- 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.