JWM
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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
Q2 		$5.09K Sell
107
-1
-0.9% -$47 ﹤0.01% 767
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 $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

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

JPL Wealth Management reduced its FirstEnergy (FE) stake by 0.93% in Q2 2026, selling an estimated $47 and leaving 107 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

JPL Wealth Management first reported a position in FE in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.47K in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • JPL Wealth Management held 107 shares of FirstEnergy worth $5.09K as of Q2 2026.
  • JPL Wealth Management sold 1 FirstEnergy share in Q2 2026, an estimated $47.
  • FirstEnergy made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #767 holding.
  • JPL Wealth Management first reported a position in FirstEnergy in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's FirstEnergy position peaked at $5.47K in Q1 2026.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.