Impact Partnership Wealth’s FirstEnergy FE Stock Holding History

Impact Partnership 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	$506K	Buy	10,639 +4,180	+65%	+$198K	0.05%	256
2026 Q1	$327K	Buy	+6,459	New	+$313K	0.04%	260
2024 Q2	–	Sell	-403	Closed	-$15.6K	–	369
2024 Q1	$15.6K	Buy	403 +1	+0.2%	+$37	0.01%	412
2023 Q4	$14.7K	Hold	402	–	–	0.01%	448
2023 Q3	$13.7K	Sell	402 -13,670	-97%	-$509K	﹤0.01%	542
2023 Q2	$547K	Buy	+14,072	New	+$552K	0.19%	65

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Impact Partnership Wealth's FE Position: Q2 2026 in Review

Impact Partnership Wealth increased its FirstEnergy (FE) stake by 65% in Q2 2026, buying an estimated $198K and bringing the position to 10,639 shares worth $506K. The position accounts for 0.05% of the portfolio, ranked #256.

Impact Partnership Wealth first reported a position in FE in Q2 2023 and has held it in 6 quarters since. The position peaked at $547K in Q2 2023. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Impact Partnership Wealth held 10,639 shares of FirstEnergy worth $506K as of Q2 2026.
Impact Partnership Wealth bought 4,180 FirstEnergy shares in Q2 2026, an estimated $198K.
FirstEnergy made up 0.05% of Impact Partnership Wealth's portfolio in Q2 2026, its #256 holding.
Impact Partnership Wealth first reported a position in FirstEnergy in Q2 2023 and has held it in 6 quarters since.
Impact Partnership Wealth's FirstEnergy position peaked at $547K in Q2 2023.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.