JWM
FE icon

JPL Wealth Management’s FirstEnergy FE Stock Holding History

JPL 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 		$5.47K Buy
+108
New +$5.24K ﹤0.01% 671
2025
Q4 		– Sell
-104
Closed -$4.77K – 458
2025
Q3 		$4.77K Buy
+104
New +$4.44K ﹤0.01% 675

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

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

JPL Wealth Management opened a new position in FirstEnergy (FE) in Q1 2026: 108 shares worth $5.47K. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in FE as recently as Q3 2025.

JPL Wealth Management first reported a position in FE in Q3 2025 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • JPL Wealth Management held 108 shares of FirstEnergy worth $5.47K as of Q1 2026.
  • FirstEnergy was a new JPL Wealth Management position in Q1 2026.
  • FirstEnergy made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #671 holding.
  • JPL Wealth Management first reported a position in FirstEnergy in Q3 2025 and has held it in 2 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.