Frank Rimerman Advisors
FE icon

Frank Rimerman Advisors’s FirstEnergy FE Stock Holding History

Frank Rimerman 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
Q3 		– Sell
-4,466
Closed -$212K – 617
2026
Q2 		$212K Sell
4,466
-6,441
-59% -$306K 0.01% 587
2026
Q1 		$553K Hold
10,907
– – 0.04% 352
2025
Q4 		$488K Buy
+10,907
New +$501K 0.03% 392
2025
Q3 		– Sell
-8,132
Closed -$327K – 604
2025
Q2 		$327K Buy
+8,132
New +$336K 0.02% 436

Other funds holding FE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Frank Rimerman Advisors's FE Position: Q3 2026 in Review

Frank Rimerman Advisors sold out of FirstEnergy (FE) in Q3 2026, closing a stake of 4,466 shares — an estimated $212K sold.

Frank Rimerman Advisors first reported a position in FE in Q2 2025 and held it in 4 quarters. The position peaked at $553K in Q1 2026. 451 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Frank Rimerman Advisors reported no remaining FirstEnergy position as of Q3 2026 after selling out during the quarter.
  • Frank Rimerman Advisors sold 4,466 FirstEnergy shares in Q3 2026, an estimated $212K.
  • Frank Rimerman Advisors first reported a position in FirstEnergy in Q2 2025 and held it in 4 quarters.
  • Frank Rimerman Advisors's FirstEnergy position peaked at $553K in Q1 2026.
  • 451 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.