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Leo Wealth LLC’s FirstEnergy FE Stock Holding History

Leo Wealth LLC’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 		$1.25M Sell
24,620
-31,020
-56% -$1.5M 0.09% 161
2025
Q4 		$2.49M Buy
55,640
+4,152
+8% +$191K 0.18% 98
2025
Q3 		$2.36M Buy
51,488
+16,385
+47% +$699K 0.31% 65
2025
Q2 		$1.41M Buy
+35,103
New +$1.45M 0.11% 145

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leo Wealth LLC's FE Position: Q1 2026 in Review

Leo Wealth LLC reduced its FirstEnergy (FE) stake by 56% in Q1 2026, selling an estimated $1.5M and leaving 24,620 shares worth $1.25M. The position accounts for 0.09% of the portfolio, ranked #161.

Leo Wealth LLC first reported a position in FE in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.49M in Q4 2025. 927 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Leo Wealth LLC held 24,620 shares of FirstEnergy worth $1.25M as of Q1 2026.
  • Leo Wealth LLC sold 31,020 FirstEnergy shares in Q1 2026, an estimated $1.5M.
  • FirstEnergy made up 0.09% of Leo Wealth LLC's portfolio in Q1 2026, its #161 holding.
  • Leo Wealth LLC first reported a position in FirstEnergy in Q2 2025 and has held it in 4 quarters since.
  • Leo Wealth LLC's FirstEnergy position peaked at $2.49M in Q4 2025.
  • 927 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.