KWM
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Kingsview Wealth Management’s FirstEnergy FE Stock Holding History

Kingsview 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
Q1 		$349K Buy
6,885
+687
+11% +$33.3K ﹤0.01% 1017
2025
Q4 		$277K Buy
6,198
+1,590
+35% +$73K ﹤0.01% 1050
2025
Q3 		$211K Buy
+4,608
New +$197K ﹤0.01% 1128
2025
Q1 		– Sell
-5,430
Closed -$216K – 1119
2024
Q4 		$216K Buy
5,430
+44
+0.8% +$1.84K ﹤0.01% 1031
2024
Q3 		$239K Buy
+5,386
New +$227K 0.01% 960

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's FE Position: Q1 2026 in Review

Kingsview Wealth Management increased its FirstEnergy (FE) stake by 11% in Q1 2026, buying an estimated $33.3K and bringing the position to 6,885 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Kingsview Wealth Management first reported a position in FE in Q3 2024 and has held it in 5 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Kingsview Wealth Management held 6,885 shares of FirstEnergy worth $349K as of Q1 2026.
  • Kingsview Wealth Management bought 687 FirstEnergy shares in Q1 2026, an estimated $33.3K.
  • FirstEnergy made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1017 holding.
  • Kingsview Wealth Management first reported a position in FirstEnergy in Q3 2024 and has held it in 5 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.