Estate Planners Group’s FirstEnergy FE Stock Holding History

Estate Planners Group’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	–	Sell	-933	Closed	-$41.8K	–	180
2025 Q4	$41.8K	Buy	+933	New	+$42.8K	0.02%	151

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Estate Planners Group's FE Position: Q1 2026 in Review

Estate Planners Group sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 933 shares — an estimated $41.8K sold.

Estate Planners Group first reported a position in FE in Q4 2025 and held it in 1 quarter. The position peaked at $41.8K in Q4 2025. 927 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Estate Planners Group reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 933 FirstEnergy shares in Q1 2026, an estimated $41.8K.
Estate Planners Group first reported a position in FirstEnergy in Q4 2025 and held it in 1 quarter.
Estate Planners Group's FirstEnergy position peaked at $41.8K in Q4 2025.
927 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.