FRA
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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
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

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

Frank Rimerman Advisors's FE Position: Q1 2026 in Review

Frank Rimerman Advisors held its FirstEnergy (FE) position steady in Q1 2026 at 10,907 shares worth $553K. The position accounts for 0.04% of the portfolio, ranked #352.

Frank Rimerman Advisors first reported a position in FE in Q2 2025 and has held it in 3 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Frank Rimerman Advisors held 10,907 shares of FirstEnergy worth $553K as of Q1 2026.
  • Frank Rimerman Advisors left its FirstEnergy share count unchanged in Q1 2026.
  • FirstEnergy made up 0.04% of Frank Rimerman Advisors's portfolio in Q1 2026, its #352 holding.
  • Frank Rimerman Advisors first reported a position in FirstEnergy in Q2 2025 and has held it in 3 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.