Financial Perspectives’s FirstEnergy FE Stock Holding History

Financial Perspectives’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	$3.9K	Hold	82	–	–	﹤0.01%	624
2026 Q1	$4.15K	Hold	82	–	–	﹤0.01%	602
2025 Q4	$3.67K	Hold	82	–	–	﹤0.01%	609
2025 Q3	$3.76K	Hold	82	–	–	﹤0.01%	602
2025 Q2	$3.3K	Hold	82	–	–	﹤0.01%	601
2025 Q1	$3.31K	Hold	82	–	–	﹤0.01%	597
2024 Q4	$3.26K	Hold	82	–	–	﹤0.01%	596
2024 Q3	$3.64K	Hold	82	–	–	﹤0.01%	546
2024 Q2	$3.14K	Hold	82	–	–	﹤0.01%	543
2024 Q1	$3.17K	Hold	82	–	–	﹤0.01%	541
2023 Q4	$3.01K	Hold	82	–	–	﹤0.01%	561
2023 Q3	$2.8K	Hold	82	–	–	﹤0.01%	569
2023 Q2	$3.19K	Hold	82	–	–	﹤0.01%	547
2023 Q1	$3.29K	Hold	82	–	–	﹤0.01%	548
2022 Q4	$3.44K	Hold	82	–	–	﹤0.01%	547
2022 Q3	$3.03K	Buy	+82	New	+$3.24K	﹤0.01%	553

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Financial Perspectives's FE Position: Q2 2026 in Review

Financial Perspectives held its FirstEnergy (FE) position steady in Q2 2026 at 82 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Financial Perspectives first reported a position in FE in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.15K in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Financial Perspectives held 82 shares of FirstEnergy worth $3.9K as of Q2 2026.
Financial Perspectives left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #624 holding.
Financial Perspectives first reported a position in FirstEnergy in Q3 2022 and has held it in 16 quarters since.
Financial Perspectives's FirstEnergy position peaked at $4.15K in Q1 2026.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.