Jeppson Wealth Management
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Jeppson Wealth Management’s FirstEnergy FE Stock Holding History

Jeppson Wealth Management’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 		$236K Buy
5,453
+1,231
+29% +$57.8K 0.07% 220
2026
Q2 		$201K Hold
4,222
– – 0.06% 236
2026
Q1 		$214K Buy
+4,222
New +$205K 0.07% 217
2025
Q4 		– Sell
-4,387
Closed -$201K – 230
2025
Q3 		$201K Buy
+4,387
New +$187K 0.06% 212
2020
Q4 		– Sell
-542
Closed -$16K – 234
2020
Q3 		$16K Buy
+542
New +$17K 0.01% 350

Other funds holding FE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Jeppson Wealth Management's FE Position: Q3 2026 in Review

Jeppson Wealth Management increased its FirstEnergy (FE) stake by 29% in Q3 2026, buying an estimated $57.8K and bringing the position to 5,453 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #220.

Jeppson Wealth Management first reported a position in FE in Q3 2020 and has held it in 5 quarters since. 495 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Jeppson Wealth Management held 5,453 shares of FirstEnergy worth $236K as of Q3 2026.
  • Jeppson Wealth Management bought 1,231 FirstEnergy shares in Q3 2026, an estimated $57.8K.
  • FirstEnergy made up 0.07% of Jeppson Wealth Management's portfolio in Q3 2026, its #220 holding.
  • Jeppson Wealth Management first reported a position in FirstEnergy in Q3 2020 and has held it in 5 quarters since.
  • 495 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.