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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth's FE Position: Q1 2026 in Review

Focus Partners Wealth increased its FirstEnergy (FE) stake by 5.4% in Q1 2026, buying an estimated $419K and bringing the position to 168,289 shares worth $8.53M. The position accounts for 0.01% of the portfolio, ranked #767.

Focus Partners Wealth first reported a position in FE in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.8M in Q3 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Focus Partners Wealth held 168,289 shares of FirstEnergy worth $8.53M as of Q1 2026.
  • Focus Partners Wealth bought 8,635 FirstEnergy shares in Q1 2026, an estimated $419K.
  • FirstEnergy made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #767 holding.
  • Focus Partners Wealth first reported a position in FirstEnergy in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's FirstEnergy position peaked at $16.8M in Q3 2025.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.