Jones Financial Companies
FE icon

Jones Financial Companies’s FirstEnergy FE Stock Holding History

Jones Financial Companies’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 		$9.56M Buy
197,241
+92,954
+89% +$4.41M ﹤0.01% 940
2026
Q1 		$5.22M Buy
104,287
+58,175
+126% +$2.82M ﹤0.01% 1056
2025
Q4 		$2.06M Buy
46,112
+13,336
+41% +$612K ﹤0.01% 933
2025
Q3 		$1.49M Buy
32,776
+10,297
+46% +$440K ﹤0.01% 973
2025
Q2 		$897K Buy
22,479
+4,997
+29% +$206K ﹤0.01% 1046
2025
Q1 		$700K Buy
17,482
+2,661
+18% +$106K ﹤0.01% 1000
2024
Q4 		$590K Buy
14,821
+8,192
+124% +$343K ﹤0.01% 936
2024
Q3 		$292K Buy
6,629
+4,797
+262% +$202K ﹤0.01% 1011
2024
Q2 		$70.1K Buy
1,832
+1,682
+1,121% +$65.2K ﹤0.01% 1150
2024
Q1 		$5.79K Buy
150
+45
+43% +$1.68K ﹤0.01% 1154
2023
Q4 		$3.85K Hold
105
– – ﹤0.01% 798
2023
Q3 		$3.59K Sell
105
-228
-68% -$8.48K ﹤0.01% 535
2023
Q2 		$12.9K Sell
333
-2
-0.6% -$78 ﹤0.01% 453
2023
Q1 		$13.4K Buy
+335
New +$13.5K ﹤0.01% 451
2022
Q2 		– Sell
-1,326
Closed -$61K – 767
2022
Q1 		$61K Buy
+1,326
New +$56.1K ﹤0.01% 331
2021
Q1 		– Sell
-610
Closed -$19K – 804
2020
Q4 		$19K Buy
+610
New +$18.3K ﹤0.01% 371
2013
Q3 		– Sell
-262
Closed -$10K – 754
2013
Q2 		$10K Buy
+262
New +$11K ﹤0.01% 591

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

Jones Financial Companies's FE Position: Q2 2026 in Review

Jones Financial Companies increased its FirstEnergy (FE) stake by 89% in Q2 2026, buying an estimated $4.41M and bringing the position to 197,241 shares worth $9.56M. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Jones Financial Companies first reported a position in FE in Q2 2013 and has held it in 17 quarters since. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Jones Financial Companies held 197,241 shares of FirstEnergy worth $9.56M as of Q2 2026.
  • Jones Financial Companies bought 92,954 FirstEnergy shares in Q2 2026, an estimated $4.41M.
  • FirstEnergy made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #940 holding.
  • Jones Financial Companies first reported a position in FirstEnergy in Q2 2013 and has held it in 17 quarters since.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.