EFS
FE icon

Essex Financial Services’s FirstEnergy FE Stock Holding History

Essex Financial Services’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 		$312K Sell
6,156
-884
-13% -$42.9K 0.02% 601
2025
Q4 		$315K Buy
7,040
+8
+0.1% +$367 0.02% 585
2025
Q3 		$322K Buy
7,032
+1,502
+27% +$64.1K 0.02% 562
2025
Q2 		$223K Sell
5,530
-592
-10% -$24.4K 0.01% 633
2025
Q1 		$247K Buy
6,122
+303
+5% +$12.1K 0.02% 548
2024
Q4 		$231K Buy
5,819
+340
+6% +$14.2K 0.02% 564
2024
Q3 		$240K Buy
+5,479
New +$231K 0.02% 550

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Financial Services's FE Position: Q1 2026 in Review

Essex Financial Services reduced its FirstEnergy (FE) stake by 13% in Q1 2026, selling an estimated $42.9K and leaving 6,156 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #601.

Essex Financial Services first reported a position in FE in Q3 2024 and has held it in 7 quarters since. The position peaked at $322K in Q3 2025. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Essex Financial Services held 6,156 shares of FirstEnergy worth $312K as of Q1 2026.
  • Essex Financial Services sold 884 FirstEnergy shares in Q1 2026, an estimated $42.9K.
  • FirstEnergy made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #601 holding.
  • Essex Financial Services first reported a position in FirstEnergy in Q3 2024 and has held it in 7 quarters since.
  • Essex Financial Services's FirstEnergy position peaked at $322K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.