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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jeppson Wealth Management's FE Position: Q1 2026 in Review

Jeppson Wealth Management opened a new position in FirstEnergy (FE) in Q1 2026: 4,222 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #217 among its holdings. This is a return to the name: Jeppson Wealth Management previously reported a position in FE as recently as Q3 2025.

Jeppson Wealth Management first reported a position in FE in Q3 2020 and has held it in 3 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Jeppson Wealth Management held 4,222 shares of FirstEnergy worth $214K as of Q1 2026.
  • FirstEnergy was a new Jeppson Wealth Management position in Q1 2026.
  • FirstEnergy made up 0.07% of Jeppson Wealth Management's portfolio in Q1 2026, its #217 holding.
  • Jeppson Wealth Management first reported a position in FirstEnergy in Q3 2020 and has held it in 3 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.