BPI
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BFC Planning, Inc.’s FirstEnergy FE Stock Holding History

BFC Planning, Inc.’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 		$253K Buy
5,327
+913
+21% +$43.4K 0.01% 851
2026
Q1 		$224K Buy
4,414
+595
+16% +$28.9K 0.01% 838
2025
Q4 		$171K Buy
3,819
+65
+2% +$2.98K 0.01% 923
2025
Q3 		$172K Sell
3,754
-114
-3% -$4.87K 0.01% 735
2025
Q2 		$156K Buy
3,868
+1,038
+37% +$42.8K 0.01% 719
2025
Q1 		$114K Buy
2,830
+749
+36% +$29.8K 0.01% 816
2024
Q4 		$82.8K Buy
+2,081
New +$87K 0.01% 941

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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 $1.92T AUM 36.1% 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 $64.1B AUM 28.9% 1-Year Est. Return

BFC Planning, Inc.'s FE Position: Q2 2026 in Review

BFC Planning, Inc. increased its FirstEnergy (FE) stake by 21% in Q2 2026, buying an estimated $43.4K and bringing the position to 5,327 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #851.

BFC Planning, Inc. first reported a position in FE in Q4 2024 and has held it in 7 quarters since. 934 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • BFC Planning, Inc. held 5,327 shares of FirstEnergy worth $253K as of Q2 2026.
  • BFC Planning, Inc. bought 913 FirstEnergy shares in Q2 2026, an estimated $43.4K.
  • FirstEnergy made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #851 holding.
  • BFC Planning, Inc. first reported a position in FirstEnergy in Q4 2024 and has held it in 7 quarters since.
  • 934 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.