Keystone Financial Group (Kentucky)’s FirstEnergy FE Stock Holding History

Keystone Financial Group (Kentucky)’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	$265K	Buy	5,579 +1,256	+29%	+$59.6K	0.02%	464
2026 Q1	$218K	Buy	+4,323	New	+$210K	0.01%	470
2020 Q1	–	Sell	-4,716	Closed	-$229K	–	220
2019 Q4	$229K	Sell	4,716 -450	-9%	-$21.5K	0.06%	221
2019 Q3	$249K	Sell	5,166 -500	-9%	-$22.6K	0.08%	195
2019 Q2	$243K	Sell	5,666 -900	-14%	-$37.8K	0.08%	194
2019 Q1	$273K	Sell	6,566 -130	-2%	-$5.17K	0.1%	169
2018 Q4	$251K	Sell	6,696 -1,050	-14%	-$39.8K	0.11%	154
2018 Q3	$287K	Hold	7,746	–	–	0.12%	150
2018 Q2	$281K	Buy	7,746 +646	+9%	+$22.1K	0.16%	127
2018 Q1	$240K	Sell	7,100 -100	-1%	-$3.21K	0.13%	132
2017 Q4	$219K	Buy	+7,200	New	+$234K	0.14%	115

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

Keystone Financial Group (Kentucky)'s FE Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its FirstEnergy (FE) stake by 29% in Q2 2026, buying an estimated $59.6K and bringing the position to 5,579 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #464.

Keystone Financial Group (Kentucky) first reported a position in FE in Q4 2017 and has held it in 11 quarters since. The position peaked at $287K in Q3 2018. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Keystone Financial Group (Kentucky) held 5,579 shares of FirstEnergy worth $265K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 1,256 FirstEnergy shares in Q2 2026, an estimated $59.6K.
FirstEnergy made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #464 holding.
Keystone Financial Group (Kentucky) first reported a position in FirstEnergy in Q4 2017 and has held it in 11 quarters since.
Keystone Financial Group (Kentucky)'s FirstEnergy position peaked at $287K in Q3 2018.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.