Daymark Wealth Partners’s FirstEnergy FE Stock Holding History

Daymark Wealth Partners’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	$3.64M	Buy	71,894 +467	+0.7%	+$22.6K	0.11%	148
2025 Q4	$3.2M	Buy	71,427 +1,284	+2%	+$59K	0.1%	151
2025 Q3	$3.21M	Sell	70,143 -1,247	-2%	-$53.2K	0.11%	151
2025 Q2	$2.87M	Sell	71,390 -66	-0.1%	-$2.72K	0.11%	155
2025 Q1	$2.89M	Sell	71,456 -49	-0.1%	-$1.95K	0.12%	137
2024 Q4	$2.84M	Sell	71,505 -48	-0.1%	-$2.01K	0.12%	138
2024 Q3	$3.17M	Sell	71,553 -405	-0.6%	-$17K	0.13%	132
2024 Q2	$2.75M	Sell	71,958 -31	-0%	-$1.2K	0.13%	135
2024 Q1	$2.78M	Sell	71,989 -48	-0.1%	-$1.8K	0.15%	108
2023 Q4	$2.64M	Buy	72,037 +341	+0.5%	+$12.3K	0.16%	105
2023 Q3	$2.45M	Sell	71,696 -30	-0%	-$1.12K	0.17%	107
2023 Q2	$2.79M	Sell	71,726 -1,309	-2%	-$51.4K	0.21%	96
2023 Q1	$2.93M	Buy	+73,035	New	+$2.95M	0.39%	63

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

Daymark Wealth Partners's FE Position: Q1 2026 in Review

Daymark Wealth Partners increased its FirstEnergy (FE) stake by 0.65% in Q1 2026, buying an estimated $22.6K and bringing the position to 71,894 shares worth $3.64M. The position accounts for 0.11% of the portfolio, ranked #148.

Daymark Wealth Partners first reported a position in FE in Q1 2023 and has held it in 13 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Daymark Wealth Partners held 71,894 shares of FirstEnergy worth $3.64M as of Q1 2026.
Daymark Wealth Partners bought 467 FirstEnergy shares in Q1 2026, an estimated $22.6K.
FirstEnergy made up 0.11% of Daymark Wealth Partners's portfolio in Q1 2026, its #148 holding.
Daymark Wealth Partners first reported a position in FirstEnergy in Q1 2023 and has held it in 13 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.