LFG Wealth Partners’s FirstEnergy FE Stock Holding History

LFG Wealth Partners’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	$827K	Buy	16,327 +519	+3%	+$25.2K	0.5%	61
2025 Q4	$708K	Buy	+15,808	New	+$726K	0.45%	64

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFG Wealth Partners's FE Position: Q1 2026 in Review

LFG Wealth Partners increased its FirstEnergy (FE) stake by 3.3% in Q1 2026, buying an estimated $25.2K and bringing the position to 16,327 shares worth $827K. The position accounts for 0.5% of the portfolio, ranked #61.

LFG Wealth Partners first reported a position in FE in Q4 2025 and has held it in 2 quarters since. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

LFG Wealth Partners held 16,327 shares of FirstEnergy worth $827K as of Q1 2026.
LFG Wealth Partners bought 519 FirstEnergy shares in Q1 2026, an estimated $25.2K.
FirstEnergy made up 0.5% of LFG Wealth Partners's portfolio in Q1 2026, its #61 holding.
LFG Wealth Partners first reported a position in FirstEnergy in Q4 2025 and has held it in 2 quarters since.
924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on LFG Wealth Partners's 13F filing for Q1 2026, filed 11 Jun 2026.