HFM Investment Advisors’s FirstEnergy FE Stock Holding History

HFM Investment 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	$8K	Hold	158	–	–	﹤0.01%	128
2025 Q4	$7.07K	Hold	158	–	–	﹤0.01%	149
2025 Q3	$7.24K	Sell	158 -1	-0.6%	-$43	﹤0.01%	105
2025 Q2	$6.4K	Buy	159 +11	+7%	+$454	﹤0.01%	108
2025 Q1	$5.98K	Buy	+148	New	+$5.89K	﹤0.01%	100

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFM Investment Advisors's FE Position: Q1 2026 in Review

HFM Investment Advisors held its FirstEnergy (FE) position steady in Q1 2026 at 158 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

HFM Investment Advisors first reported a position in FE in Q1 2025 and has held it in 5 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

HFM Investment Advisors held 158 shares of FirstEnergy worth $8K as of Q1 2026.
HFM Investment Advisors left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #128 holding.
HFM Investment Advisors first reported a position in FirstEnergy in Q1 2025 and has held it in 5 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.