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 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 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

Financial Consulate's FE Position: Q1 2026 in Review

Financial Consulate increased its FirstEnergy (FE) stake by 75% in Q1 2026, buying an estimated $1.46K and bringing the position to 70 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Financial Consulate first reported a position in FE in Q3 2025 and has held it in 3 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Financial Consulate held 70 shares of FirstEnergy worth $3.55K as of Q1 2026.
Financial Consulate bought 30 FirstEnergy shares in Q1 2026, an estimated $1.46K.
FirstEnergy made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #860 holding.
Financial Consulate first reported a position in FirstEnergy in Q3 2025 and has held it in 3 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.