Key Financial Inc’s FirstEnergy FE Stock Holding History

Key Financial Inc’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	$9.46K	Hold	199	–	–	﹤0.01%	885
2026 Q1	$10.1K	Hold	199	–	–	﹤0.01%	880
2025 Q4	$8.91K	Sell	199 -8	-4%	-$367	﹤0.01%	912
2025 Q3	$9.52K	Hold	207	–	–	﹤0.01%	894
2025 Q2	$8.33K	Hold	207	–	–	﹤0.01%	907
2025 Q1	$8.37K	Hold	207	–	–	﹤0.01%	868
2024 Q4	$8.23K	Hold	207	–	–	﹤0.01%	857
2024 Q3	$9.18K	Hold	207	–	–	﹤0.01%	821
2024 Q2	$7.92K	Hold	207	–	–	﹤0.01%	836
2024 Q1	$7.99K	Hold	207	–	–	﹤0.01%	816
2023 Q4	$7.59K	Buy	207 +199	+2,488%	+$7.2K	﹤0.01%	812
2023 Q3	$273	Hold	8	–	–	﹤0.01%	1291
2023 Q2	$311	Hold	8	–	–	﹤0.01%	1329
2023 Q1	$320	Hold	8	–	–	﹤0.01%	1121
2022 Q4	$296	Hold	8	–	–	﹤0.01%	1123
2022 Q3	$0	Hold	8	–	–	﹤0.01%	1133
2022 Q2	$0	Hold	8	–	–	﹤0.01%	1110
2022 Q1	$0	Hold	8	–	–	﹤0.01%	1073
2021 Q4	$0	Hold	8	–	–	﹤0.01%	965
2021 Q3	$0	Hold	8	–	–	﹤0.01%	922
2021 Q2	$0	Hold	8	–	–	﹤0.01%	862
2021 Q1	$0	Hold	8	–	–	﹤0.01%	774
2020 Q4	$0	Buy	+8	New	+$240	﹤0.01%	719
2020 Q2	–	Sell	-8	Closed	–	–	273
2020 Q1	$0	Buy	+8	New	+$372	﹤0.01%	693

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Key Financial Inc's FE Position: Q2 2026 in Review

Key Financial Inc held its FirstEnergy (FE) position steady in Q2 2026 at 199 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Key Financial Inc first reported a position in FE in Q1 2020 and has held it in 24 quarters since. The position peaked at $10.1K in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Key Financial Inc held 199 shares of FirstEnergy worth $9.46K as of Q2 2026.
Key Financial Inc left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #885 holding.
Key Financial Inc first reported a position in FirstEnergy in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's FirstEnergy position peaked at $10.1K in Q1 2026.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.