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LifeSteps Financial’s FirstEnergy FE Stock Holding History

LifeSteps Financial’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 		$5.94K Buy
+125
New +$5.94K ﹤0.01% 503
2024
Q2 		– Sell
-86
Closed -$3.32K – 194
2024
Q1 		$3.32K Buy
+86
New +$3.22K ﹤0.01% 369

Other funds holding FE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

LifeSteps Financial's FE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in FirstEnergy (FE) in Q2 2026: 125 shares worth $5.94K. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in FE as recently as Q1 2024.

LifeSteps Financial first reported a position in FE in Q1 2024 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • LifeSteps Financial held 125 shares of FirstEnergy worth $5.94K as of Q2 2026.
  • FirstEnergy was a new LifeSteps Financial position in Q2 2026.
  • FirstEnergy made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #503 holding.
  • LifeSteps Financial first reported a position in FirstEnergy in Q1 2024 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.