Lionshead Wealth Management’s FirstEnergy FE Stock Holding History

Lionshead Wealth Management’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	$268K	Hold	5,282	–	–	0.2%	86
2025 Q4	$236K	Hold	5,282	–	–	0.18%	94
2025 Q3	$242K	Buy	5,282 +12	+0.2%	+$512	0.19%	91
2025 Q2	$212K	Sell	5,270 -13	-0.2%	-$536	0.2%	88
2025 Q1	$214K	Sell	5,283 -13	-0.2%	-$518	0.22%	85
2024 Q4	$211K	Buy	+5,296	New	+$221K	0.15%	108

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

Lionshead Wealth Management's FE Position: Q1 2026 in Review

Lionshead Wealth Management held its FirstEnergy (FE) position steady in Q1 2026 at 5,282 shares worth $268K. The position accounts for 0.2% of the portfolio, ranked #86.

Lionshead Wealth Management first reported a position in FE in Q4 2024 and has held it in 6 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Lionshead Wealth Management held 5,282 shares of FirstEnergy worth $268K as of Q1 2026.
Lionshead Wealth Management left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up 0.2% of Lionshead Wealth Management's portfolio in Q1 2026, its #86 holding.
Lionshead Wealth Management first reported a position in FirstEnergy in Q4 2024 and has held it in 6 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.