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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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Larson Financial Group's FE Position: Q1 2026 in Review

Larson Financial Group increased its FirstEnergy (FE) stake by 6.2% in Q1 2026, buying an estimated $184K and bringing the position to 65,187 shares worth $3.3M. The position accounts for 0.11% of the portfolio, ranked #167.

Larson Financial Group first reported a position in FE in Q2 2022 and has held it in 16 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Larson Financial Group held 65,187 shares of FirstEnergy worth $3.3M as of Q1 2026.
  • Larson Financial Group bought 3,801 FirstEnergy shares in Q1 2026, an estimated $184K.
  • FirstEnergy made up 0.11% of Larson Financial Group's portfolio in Q1 2026, its #167 holding.
  • Larson Financial Group first reported a position in FirstEnergy in Q2 2022 and has held it in 16 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.