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Keudell/Morrison Wealth Management’s FirstEnergy FE Stock Holding History

Keudell/Morrison 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 		$505K Buy
10,627
+693
+7% +$32.9K 0.1% 133
2026
Q1 		$503K Buy
9,934
+1,770
+22% +$85.8K 0.1% 130
2025
Q4 		$366K Buy
+8,164
New +$375K 0.08% 165
2025
Q2 		$280K Buy
+6,965
New +$287K 0.06% 175

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

Keudell/Morrison Wealth Management's FE Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its FirstEnergy (FE) stake by 7% in Q2 2026, buying an estimated $32.9K and bringing the position to 10,627 shares worth $505K. The position accounts for 0.1% of the portfolio, ranked #133.

Keudell/Morrison Wealth Management first reported a position in FE in Q2 2025 and has held it in 4 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Keudell/Morrison Wealth Management held 10,627 shares of FirstEnergy worth $505K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 693 FirstEnergy shares in Q2 2026, an estimated $32.9K.
  • FirstEnergy made up 0.1% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Keudell/Morrison Wealth Management first reported a position in FirstEnergy in Q2 2025 and has held it in 4 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.