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Lantz Financial’s FirstEnergy FE Stock Holding History

Lantz Financial’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
Q3 		$490K Buy
11,300
+168
+2% +$7.89K 0.09% 184
2026
Q2 		$529K Buy
11,132
+1,068
+11% +$50.7K 0.1% 176
2026
Q1 		$510K Buy
10,064
+2,679
+36% +$130K 0.11% 163
2025
Q4 		$331K Buy
7,385
+467
+7% +$21.4K 0.07% 200
2025
Q3 		$317K Buy
6,918
+1,013
+17% +$43.2K 0.07% 201
2025
Q2 		$238K Buy
+5,905
New +$244K 0.06% 213

Other funds holding FE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Lantz Financial's FE Position: Q3 2026 in Review

Lantz Financial increased its FirstEnergy (FE) stake by 1.5% in Q3 2026, buying an estimated $7.89K and bringing the position to 11,300 shares worth $490K. The position accounts for 0.09% of the portfolio, ranked #184.

Lantz Financial first reported a position in FE in Q2 2025 and has held it in 6 quarters since. The position peaked at $529K in Q2 2026. 128 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Lantz Financial held 11,300 shares of FirstEnergy worth $490K as of Q3 2026.
  • Lantz Financial bought 168 FirstEnergy shares in Q3 2026, an estimated $7.89K.
  • FirstEnergy made up 0.09% of Lantz Financial's portfolio in Q3 2026, its #184 holding.
  • Lantz Financial first reported a position in FirstEnergy in Q2 2025 and has held it in 6 quarters since.
  • Lantz Financial's FirstEnergy position peaked at $529K in Q2 2026.
  • 128 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.