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Genesis Private Wealth’s FirstEnergy FE Stock Holding History

Genesis Private 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
Q2 		$341K Buy
7,176
+294
+4% +$14K 0.1% 115
2026
Q1 		$349K Buy
6,882
+1,365
+25% +$66.2K 0.11% 109
2025
Q4 		$247K Sell
5,517
-19
-0.3% -$872 0.08% 148
2025
Q3 		$254K Buy
5,536
+525
+10% +$22.4K 0.11% 121
2025
Q2 		$202K Buy
+5,011
New +$207K 0.1% 150

Other funds holding FE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Genesis Private Wealth's FE Position: Q2 2026 in Review

Genesis Private Wealth increased its FirstEnergy (FE) stake by 4.3% in Q2 2026, buying an estimated $14K and bringing the position to 7,176 shares worth $341K. The position accounts for 0.1% of the portfolio, ranked #115.

Genesis Private Wealth first reported a position in FE in Q2 2025 and has held it in 5 quarters since. The position peaked at $349K in Q1 2026. 159 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Genesis Private Wealth held 7,176 shares of FirstEnergy worth $341K as of Q2 2026.
  • Genesis Private Wealth bought 294 FirstEnergy shares in Q2 2026, an estimated $14K.
  • FirstEnergy made up 0.1% of Genesis Private Wealth's portfolio in Q2 2026, its #115 holding.
  • Genesis Private Wealth first reported a position in FirstEnergy in Q2 2025 and has held it in 5 quarters since.
  • Genesis Private Wealth's FirstEnergy position peaked at $349K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.