LFG Wealth Partners
FE icon

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
Q3 		$984K Buy
22,721
+2,753
+14% +$129K 0.41% 66
2026
Q2 		$949K Buy
19,968
+3,641
+22% +$173K 0.45% 64
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

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

LFG Wealth Partners's FE Position: Q3 2026 in Review

LFG Wealth Partners increased its FirstEnergy (FE) stake by 14% in Q3 2026, buying an estimated $129K and bringing the position to 22,721 shares worth $984K. The position accounts for 0.41% of the portfolio, ranked #66.

LFG Wealth Partners first reported a position in FE in Q4 2025 and has held it in 4 quarters since. 451 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • LFG Wealth Partners held 22,721 shares of FirstEnergy worth $984K as of Q3 2026.
  • LFG Wealth Partners bought 2,753 FirstEnergy shares in Q3 2026, an estimated $129K.
  • FirstEnergy made up 0.41% of LFG Wealth Partners's portfolio in Q3 2026, its #66 holding.
  • LFG Wealth Partners first reported a position in FirstEnergy in Q4 2025 and has held it in 4 quarters since.
  • 451 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on LFG Wealth Partners's 13F filing for Q3 2026, filed 28 Oct 2026.