JSW
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Journey Strategic Wealth’s FirstEnergy FE Stock Holding History

Journey Strategic Wealth’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 		$575K Buy
11,346
+1,162
+11% +$56.4K 0.01% 306
2025
Q4 		$456K Buy
10,184
+2,825
+38% +$130K 0.01% 332
2025
Q3 		$337K Buy
7,359
+87
+1% +$3.71K 0.01% 432
2025
Q2 		$293K Buy
+7,272
New +$300K 0.01% 447

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 $113B AUM 38.87% 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

Journey Strategic Wealth's FE Position: Q1 2026 in Review

Journey Strategic Wealth increased its FirstEnergy (FE) stake by 11% in Q1 2026, buying an estimated $56.4K and bringing the position to 11,346 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #306.

Journey Strategic Wealth first reported a position in FE in Q2 2025 and has held it in 4 quarters since. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Journey Strategic Wealth held 11,346 shares of FirstEnergy worth $575K as of Q1 2026.
  • Journey Strategic Wealth bought 1,162 FirstEnergy shares in Q1 2026, an estimated $56.4K.
  • FirstEnergy made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #306 holding.
  • Journey Strategic Wealth first reported a position in FirstEnergy in Q2 2025 and has held it in 4 quarters since.
  • 924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.