First Foundation Advisors’s FirstEnergy FE Stock Holding History

First Foundation Advisors’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	$335K	Buy	6,603 +12	+0.2%	+$582	0.01%	280
2025 Q4	$295K	Hold	6,591	–	–	0.01%	282
2025 Q3	$302K	Hold	6,591	–	–	0.01%	275
2025 Q2	$265K	Buy	6,591 +667	+11%	+$27.5K	0.01%	296
2025 Q1	$239K	Hold	5,924	–	–	0.01%	299
2024 Q4	$236K	Hold	5,924	–	–	0.01%	308
2024 Q3	$263K	Sell	5,924 -45	-0.8%	-$1.89K	0.01%	299
2024 Q2	$228K	Buy	5,969 +45	+0.8%	+$1.75K	0.01%	308
2024 Q1	$229K	Hold	5,924	–	–	0.01%	315
2023 Q4	$217K	Sell	5,924 -6,723	-53%	-$243K	0.01%	323
2023 Q3	$432K	Sell	12,647 -212	-2%	-$7.89K	0.02%	272
2023 Q2	$500K	Buy	12,859 +202	+2%	+$7.92K	0.02%	249
2023 Q1	$507K	Sell	12,657 -11	-0.1%	-$444	0.02%	233
2022 Q4	$531K	Buy	12,668 +103	+0.8%	+$4.03K	0.03%	237
2022 Q3	$465K	Buy	12,565 +63	+0.5%	+$2.49K	0.02%	243
2022 Q2	$480K	Buy	+12,502	New	+$534K	0.02%	254

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

First Foundation Advisors's FE Position: Q1 2026 in Review

First Foundation Advisors increased its FirstEnergy (FE) stake by 0.18% in Q1 2026, buying an estimated $582 and bringing the position to 6,603 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #280.

First Foundation Advisors first reported a position in FE in Q2 2022 and has held it in 16 quarters since. The position peaked at $531K in Q4 2022. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

First Foundation Advisors held 6,603 shares of FirstEnergy worth $335K as of Q1 2026.
First Foundation Advisors bought 12 FirstEnergy shares in Q1 2026, an estimated $582.
FirstEnergy made up 0.01% of First Foundation Advisors's portfolio in Q1 2026, its #280 holding.
First Foundation Advisors first reported a position in FirstEnergy in Q2 2022 and has held it in 16 quarters since.
First Foundation Advisors's FirstEnergy position peaked at $531K in Q4 2022.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.