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Financial Consulate’s FirstEnergy FE Stock Holding History

Financial Consulate’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
Q2 		$3.66K Buy
77
+7
+10% +$332 ﹤0.01% 905
2026
Q1 		$3.55K Buy
70
+30
+75% +$1.46K ﹤0.01% 860
2025
Q4 		$1.79K Hold
40
– – ﹤0.01% 906
2025
Q3 		$1.83K Buy
+40
New +$1.71K ﹤0.01% 788

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Financial Consulate's FE Position: Q2 2026 in Review

Financial Consulate increased its FirstEnergy (FE) stake by 10% in Q2 2026, buying an estimated $332 and bringing the position to 77 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Financial Consulate first reported a position in FE in Q3 2025 and has held it in 4 quarters since. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Financial Consulate held 77 shares of FirstEnergy worth $3.66K as of Q2 2026.
  • Financial Consulate bought 7 FirstEnergy shares in Q2 2026, an estimated $332.
  • FirstEnergy made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #905 holding.
  • Financial Consulate first reported a position in FirstEnergy in Q3 2025 and has held it in 4 quarters since.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.