KBFS
FE icon

Kohmann Bosshard Financial Services’s FirstEnergy FE Stock Holding History

Kohmann Bosshard Financial Services’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 		$2.27M Sell
47,810
-324
-0.7% -$15.4K 0.19% 49
2026
Q1 		$2.44M Hold
48,134
– – 0.24% 43
2025
Q4 		$2.15M Hold
48,134
– – 0.19% 56
2025
Q3 		$2.21M Sell
48,134
-320
-0.7% -$13.7K 0.23% 48
2025
Q2 		$1.95M Buy
48,454
+241
+0.5% +$9.94K 0.22% 46
2025
Q1 		$1.95M Buy
48,213
+772
+2% +$30.7K 0.23% 46
2024
Q4 		$1.89M Buy
47,441
+644
+1% +$26.9K 0.23% 51
2024
Q3 		$2.08M Hold
46,797
– – 0.26% 50
2024
Q2 		$1.79M Hold
46,797
– – 0.24% 54
2024
Q1 		$1.81M Hold
46,797
– – 0.25% 57
2023
Q4 		$1.72M Buy
46,797
+40,850
+687% +$1.48M 0.26% 59
2023
Q3 		$203K Hold
5,947
– – 0.04% 170
2023
Q2 		$231K Buy
+5,947
New +$233K 0.04% 162
2023
Q1 		– Sell
-4,947
Closed -$207K – 170
2022
Q4 		$207K Buy
+4,947
New +$193K 0.04% 148
2017
Q1 		$105K Buy
+3,299
New +$102K 0.09% 79

Other funds holding FE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Kohmann Bosshard Financial Services's FE Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its FirstEnergy (FE) stake by 0.67% in Q2 2026, selling an estimated $15.4K and leaving 47,810 shares worth $2.27M. The position accounts for 0.19% of the portfolio, ranked #49.

Kohmann Bosshard Financial Services first reported a position in FE in Q1 2017 and has held it in 15 quarters since. The position peaked at $2.44M in Q1 2026. 236 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Kohmann Bosshard Financial Services held 47,810 shares of FirstEnergy worth $2.27M as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 324 FirstEnergy shares in Q2 2026, an estimated $15.4K.
  • FirstEnergy made up 0.19% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #49 holding.
  • Kohmann Bosshard Financial Services first reported a position in FirstEnergy in Q1 2017 and has held it in 15 quarters since.
  • Kohmann Bosshard Financial Services's FirstEnergy position peaked at $2.44M in Q1 2026.
  • 236 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.