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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
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

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
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
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Lantz Financial's FE Position: Q2 2026 in Review

Lantz Financial increased its FirstEnergy (FE) stake by 11% in Q2 2026, buying an estimated $50.7K and bringing the position to 11,132 shares worth $529K. The position accounts for 0.1% of the portfolio, ranked #176.

Lantz Financial first reported a position in FE in Q2 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Lantz Financial held 11,132 shares of FirstEnergy worth $529K as of Q2 2026.
  • Lantz Financial bought 1,068 FirstEnergy shares in Q2 2026, an estimated $50.7K.
  • FirstEnergy made up 0.1% of Lantz Financial's portfolio in Q2 2026, its #176 holding.
  • Lantz Financial first reported a position in FirstEnergy in Q2 2025 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.