Global Retirement Partners’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.36M | Buy |
+28,639
| New | +$1.36M | 0.02% | 635 |
|
|
2025
Q4 | $1.26M | Buy |
28,040
+20,042
| +251% | +$920K | 0.02% | 588 |
|
|
2025
Q3 | $366K | Buy |
7,998
+434
| +6% | +$18.5K | 0.01% | 886 |
|
|
2025
Q2 | $305K | Buy |
+7,564
| New | +$312K | 0.01% | 908 |
|
|
2024
Q4 | $109K | Buy |
2,743
+193
| +8% | +$8.07K | ﹤0.01% | 1228 |
|
|
2024
Q3 | $113K | Sell |
2,550
-294
| -10% | -$12.4K | ﹤0.01% | 1183 |
|
|
2024
Q2 | $109K | Sell |
2,844
-103
| -3% | -$4K | ﹤0.01% | 1148 |
|
|
2024
Q1 | $114K | Sell |
2,947
-39
| -1% | -$1.46K | ﹤0.01% | 1023 |
|
|
2023
Q4 | $113K | Sell |
2,986
-57
| -2% | -$2.06K | ﹤0.01% | 982 |
|
|
2023
Q3 | $102K | Sell |
3,043
-1,702
| -36% | -$63.3K | 0.01% | 922 |
|
|
2023
Q2 | $184K | Buy |
4,745
+48
| +1% | +$1.88K | 0.01% | 722 |
|
|
2023
Q1 | $183K | Buy |
4,697
+589
| +14% | +$23.8K | 0.01% | 704 |
|
|
2022
Q4 | $172K | Buy |
4,108
+153
| +4% | +$5.98K | 0.01% | 637 |
|
|
2022
Q3 | $149K | Sell |
3,955
-8
| -0.2% | -$316 | 0.01% | 656 |
|
|
2022
Q2 | $152K | Buy |
3,963
+243
| +7% | +$10.4K | 0.01% | 628 |
|
|
2022
Q1 | $161K | Buy |
+3,720
| New | +$157K | 0.01% | 607 |
|
|
2021
Q4 | – | Sell |
-11,597
| Closed | -$413K | – | 735 |
|
|
2021
Q3 | $413K | Buy |
11,597
+235
| +2% | +$8.92K | 0.04% | 332 |
|
|
2021
Q2 | $423K | Buy |
11,362
+391
| +4% | +$14.5K | 0.04% | 320 |
|
|
2021
Q1 | $381K | Buy |
10,971
+679
| +7% | +$22.2K | 0.04% | 306 |
|
|
2020
Q4 | $315K | Sell |
10,292
-726
| -7% | -$21.8K | 0.04% | 311 |
|
|
2020
Q3 | $316K | Sell |
11,018
-108
| -1% | -$3.39K | 0.05% | 287 |
|
|
2020
Q2 | $431K | Buy |
11,126
+942
| +9% | +$38.9K | 0.07% | 243 |
|
|
2020
Q1 | $408K | Sell |
10,184
-2,204
| -18% | -$102K | 0.08% | 218 |
|
|
2019
Q4 | $602K | Buy |
12,388
+342
| +3% | +$16.3K | 0.09% | 204 |
|
|
2019
Q3 | $581K | Buy |
12,046
+2,019
| +20% | +$91.4K | 0.1% | 194 |
|
|
2019
Q2 | $429K | Buy |
10,027
+3,750
| +60% | +$158K | 0.08% | 205 |
|
|
2019
Q1 | $261K | Buy |
6,277
+275
| +5% | +$10.9K | 0.06% | 252 |
|
|
2018
Q4 | $225K | Sell |
6,002
-467
| -7% | -$17.7K | 0.06% | 263 |
|
|
2018
Q3 | $240K | Buy |
6,469
+143
| +2% | +$5.22K | 0.05% | 270 |
|
|
2018
Q2 | $227K | Buy |
6,326
+5,924
| +1,474% | +$203K | 0.06% | 264 |
|
|
2018
Q1 | $14K | Hold |
402
| – | – | ﹤0.01% | 857 |
|
|
2017
Q4 | $12K | Buy |
+402
| New | +$13.1K | ﹤0.01% | 844 |
|
Other funds holding FE
Global Retirement Partners's FE Position: Q2 2026 in Review
Global Retirement Partners opened a new position in FirstEnergy (FE) in Q2 2026: 28,639 shares worth $1.36M. The stake represents 0.02% of the portfolio and ranks #635 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FE as recently as Q4 2025.
Global Retirement Partners first reported a position in FE in Q4 2017 and has held it in 32 quarters since. 927 funds tracked by Wall St. Rank hold FE as of Q2 2026.
- Global Retirement Partners held 28,639 shares of FirstEnergy worth $1.36M as of Q2 2026.
- FirstEnergy was a new Global Retirement Partners position in Q2 2026.
- FirstEnergy made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #635 holding.
- Global Retirement Partners first reported a position in FirstEnergy in Q4 2017 and has held it in 32 quarters since.
- 927 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.