IRON Financial
FE icon

IRON Financial’s FirstEnergy FE Stock Holding History

IRON Financial’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
Q3 		– Sell
-18,210
Closed -$866K – 164
2026
Q2 		$866K Buy
18,210
+1,247
+7% +$59.2K 0.36% 52
2026
Q1 		$859K Buy
+16,963
New +$823K 0.38% 50

Other funds holding FE

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

IRON Financial's FE Position: Q3 2026 in Review

IRON Financial sold out of FirstEnergy (FE) in Q3 2026, closing a stake of 18,210 shares — an estimated $866K sold.

IRON Financial first reported a position in FE in Q1 2026 and held it in 2 quarters. The position peaked at $866K in Q2 2026. 418 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • IRON Financial reported no remaining FirstEnergy position as of Q3 2026 after selling out during the quarter.
  • IRON Financial sold 18,210 FirstEnergy shares in Q3 2026, an estimated $866K.
  • IRON Financial first reported a position in FirstEnergy in Q1 2026 and held it in 2 quarters.
  • IRON Financial's FirstEnergy position peaked at $866K in Q2 2026.
  • 418 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.