JWM
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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
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

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Jeppson Wealth Management's FE Position: Q2 2026 in Review

Jeppson Wealth Management held its FirstEnergy (FE) position steady in Q2 2026 at 4,222 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #236.

Jeppson Wealth Management first reported a position in FE in Q3 2020 and has held it in 4 quarters since. The position peaked at $214K in Q1 2026. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Jeppson Wealth Management held 4,222 shares of FirstEnergy worth $201K as of Q2 2026.
  • Jeppson Wealth Management left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up 0.06% of Jeppson Wealth Management's portfolio in Q2 2026, its #236 holding.
  • Jeppson Wealth Management first reported a position in FirstEnergy in Q3 2020 and has held it in 4 quarters since.
  • Jeppson Wealth Management's FirstEnergy position peaked at $214K in Q1 2026.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.