Focus Partners Wealth
FE icon

Focus Partners Wealth’s FirstEnergy FE Stock Holding History

Focus Partners Wealth’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 		$2.08M Sell
43,821
-124,468
-74% -$5.91M ﹤0.01% 1339
2026
Q1 		$8.53M Buy
168,289
+8,635
+5% +$419K 0.01% 767
2025
Q4 		$7.15M Sell
159,654
-9,201
-5% -$423K 0.01% 816
2025
Q3 		$16.8M Buy
168,855
+145,415
+620% +$6.21M 0.03% 431
2025
Q2 		$944K Buy
23,440
+2,262
+11% +$93.3K ﹤0.01% 1170
2025
Q1 		$856K Buy
21,178
+200
+1% +$7.96K ﹤0.01% 1116
2024
Q4 		$835K Buy
20,978
+1,412
+7% +$59K ﹤0.01% 1120
2024
Q3 		$868K Buy
19,566
+8,458
+76% +$356K ﹤0.01% 982
2024
Q2 		$425K Buy
11,108
+5,568
+101% +$216K ﹤0.01% 985
2024
Q1 		$214K Buy
+5,540
New +$207K ﹤0.01% 919

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

Focus Partners Wealth's FE Position: Q2 2026 in Review

Focus Partners Wealth reduced its FirstEnergy (FE) stake by 74% in Q2 2026, selling an estimated $5.91M and leaving 43,821 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Focus Partners Wealth first reported a position in FE in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.8M in Q3 2025. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Focus Partners Wealth held 43,821 shares of FirstEnergy worth $2.08M as of Q2 2026.
  • Focus Partners Wealth sold 124,468 FirstEnergy shares in Q2 2026, an estimated $5.91M.
  • FirstEnergy made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1339 holding.
  • Focus Partners Wealth first reported a position in FirstEnergy in Q1 2024 and has held it in 10 quarters since.
  • Focus Partners Wealth's FirstEnergy position peaked at $16.8M in Q3 2025.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.