High Note Wealth’s FirstEnergy FE Stock Holding History

High Note 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 Q1	$963	Buy	19 +9	+90%	+$437	﹤0.01%	887
2025 Q4	$448	Buy	+10	New	+$459	﹤0.01%	848

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

High Note Wealth's FE Position: Q1 2026 in Review

High Note Wealth increased its FirstEnergy (FE) stake by 90% in Q1 2026, buying an estimated $437 and bringing the position to 19 shares worth $963. The position accounts for ﹤0.01% of the portfolio, ranked #887.

High Note Wealth first reported a position in FE in Q4 2025 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

High Note Wealth held 19 shares of FirstEnergy worth $963 as of Q1 2026.
High Note Wealth bought 9 FirstEnergy shares in Q1 2026, an estimated $437.
FirstEnergy made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #887 holding.
High Note Wealth first reported a position in FirstEnergy in Q4 2025 and has held it in 2 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.