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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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. 246 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.
246 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.