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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
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

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Larson Financial Group's FE Position: Q2 2026 in Review

Larson Financial Group increased its FirstEnergy (FE) stake by 3.1% in Q2 2026, buying an estimated $96.9K and bringing the position to 67,228 shares worth $3.2M. The position accounts for 0.08% of the portfolio, ranked #191.

Larson Financial Group first reported a position in FE in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.3M in Q1 2026. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Larson Financial Group held 67,228 shares of FirstEnergy worth $3.2M as of Q2 2026.
  • Larson Financial Group bought 2,041 FirstEnergy shares in Q2 2026, an estimated $96.9K.
  • FirstEnergy made up 0.08% of Larson Financial Group's portfolio in Q2 2026, its #191 holding.
  • Larson Financial Group first reported a position in FirstEnergy in Q2 2022 and has held it in 17 quarters since.
  • Larson Financial Group's FirstEnergy position peaked at $3.3M in Q1 2026.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.