Founders Financial Alliance’s FirstEnergy FE Stock Holding History

Founders Financial Alliance’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	$202K	Buy	+3,990	New	+$194K	0.04%	387
2023 Q2	–	Sell	-5,405	Closed	-$217K	–	511
2023 Q1	$217K	Sell	5,405 -660	-11%	-$26.7K	0.11%	192
2022 Q4	$254K	Buy	6,065 +5	+0.1%	+$195	0.12%	183
2022 Q3	$224K	Buy	+6,060	New	+$239K	0.11%	189
2022 Q2	–	Sell	-6,360	Closed	-$292K	–	516
2022 Q1	$292K	Buy	+6,360	New	+$269K	0.13%	158
2020 Q4	–	Sell	-3,770	Closed	-$110K	–	718
2020 Q3	$110K	Buy	+3,770	New	+$118K	0.07%	243

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

Founders Financial Alliance's FE Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in FirstEnergy (FE) in Q1 2026: 3,990 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #387 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in FE as recently as Q1 2023.

Founders Financial Alliance first reported a position in FE in Q3 2020 and has held it in 6 quarters since. The position peaked at $292K in Q1 2022. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Founders Financial Alliance held 3,990 shares of FirstEnergy worth $202K as of Q1 2026.
FirstEnergy was a new Founders Financial Alliance position in Q1 2026.
FirstEnergy made up 0.04% of Founders Financial Alliance's portfolio in Q1 2026, its #387 holding.
Founders Financial Alliance first reported a position in FirstEnergy in Q3 2020 and has held it in 6 quarters since.
Founders Financial Alliance's FirstEnergy position peaked at $292K in Q1 2022.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.