KFP
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Kerr Financial Planning’s FirstEnergy FE Stock Holding History

Kerr Financial Planning’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 		$12.1K Buy
256
+3
+1% +$142 0.01% 339
2026
Q1 		$12.5K Sell
253
-17
-6% -$825 0.01% 334
2025
Q4 		$12.7K Buy
270
+2
+0.7% +$92 0.02% 341
2025
Q3 		$12.4K Buy
+268
New +$11.4K 0.02% 324

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

Kerr Financial Planning's FE Position: Q2 2026 in Review

Kerr Financial Planning increased its FirstEnergy (FE) stake by 1.2% in Q2 2026, buying an estimated $142 and bringing the position to 256 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #339.

Kerr Financial Planning first reported a position in FE in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.7K in Q4 2025. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Kerr Financial Planning held 256 shares of FirstEnergy worth $12.1K as of Q2 2026.
  • Kerr Financial Planning bought 3 FirstEnergy shares in Q2 2026, an estimated $142.
  • FirstEnergy made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #339 holding.
  • Kerr Financial Planning first reported a position in FirstEnergy in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's FirstEnergy position peaked at $12.7K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.