Larson Financial Group
FE icon

Larson Financial Group’s FirstEnergy FE Stock Holding History

Larson Financial Group’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 		$2.95M Buy
67,992
+764
+1% +$35.9K 0.07% 217
2026
Q2 		$3.2M Buy
67,228
+2,041
+3% +$96.9K 0.08% 191
2026
Q1 		$3.3M Buy
65,187
+3,801
+6% +$184K 0.11% 167
2025
Q4 		$2.75M Sell
61,386
-1,222
-2% -$56.1K 0.09% 190
2025
Q3 		$2.87M Buy
62,608
+3,792
+6% +$162K 0.1% 177
2025
Q2 		$2.37M Buy
58,816
+8,534
+17% +$352K 0.09% 192
2025
Q1 		$2.03M Buy
50,282
+3,171
+7% +$126K 0.1% 187
2024
Q4 		$1.87M Buy
47,111
+8,144
+21% +$341K 0.1% 180
2024
Q3 		$1.73M Buy
38,967
+2,475
+7% +$104K 0.1% 180
2024
Q2 		$1.4M Buy
36,492
+402
+1% +$15.6K 0.1% 168
2024
Q1 		$1.39M Sell
36,090
-3,002
-8% -$112K 0.11% 152
2023
Q4 		$1.43M Sell
39,092
-1,020
-3% -$36.9K 0.13% 143
2023
Q3 		$1.37M Buy
40,112
+2,564
+7% +$95.4K 0.13% 141
2023
Q2 		$1.46M Sell
37,548
-978
-3% -$38.4K 0.15% 134
2023
Q1 		$1.54M Buy
38,526
+659
+2% +$26.6K 0.17% 122
2022
Q4 		$1.59M Buy
37,867
+122
+0.3% +$4.77K 0.19% 108
2022
Q3 		$1.4M Buy
37,745
+37,395
+10,684% +$1.48M 0.2% 101
2022
Q2 		$13K Buy
+350
New +$14.9K ﹤0.01% 635

Other funds holding FE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Larson Financial Group's FE Position: Q3 2026 in Review

Larson Financial Group increased its FirstEnergy (FE) stake by 1.1% in Q3 2026, buying an estimated $35.9K and bringing the position to 67,992 shares worth $2.95M. The position accounts for 0.07% of the portfolio, ranked #217.

Larson Financial Group first reported a position in FE in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.3M in Q1 2026. 495 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Larson Financial Group held 67,992 shares of FirstEnergy worth $2.95M as of Q3 2026.
  • Larson Financial Group bought 764 FirstEnergy shares in Q3 2026, an estimated $35.9K.
  • FirstEnergy made up 0.07% of Larson Financial Group's portfolio in Q3 2026, its #217 holding.
  • Larson Financial Group first reported a position in FirstEnergy in Q2 2022 and has held it in 18 quarters since.
  • Larson Financial Group's FirstEnergy position peaked at $3.3M in Q1 2026.
  • 495 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.