LPL Financial’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $77.7M | Buy |
1,534,216
+321,926
| +27% | +$15.6M | 0.02% | 707 |
|
|
2025
Q4 | $54.3M | Buy |
1,212,290
+18,897
| +2% | +$868K | 0.01% | 834 |
|
|
2025
Q3 | $54.7M | Buy |
1,193,393
+158,611
| +15% | +$6.77M | 0.02% | 805 |
|
|
2025
Q2 | $41.7M | Buy |
1,034,782
+479,171
| +86% | +$19.8M | 0.01% | 860 |
|
|
2025
Q1 | $22.5M | Buy |
555,611
+270,033
| +95% | +$10.8M | 0.01% | 1084 |
|
|
2024
Q4 | $11.4M | Buy |
285,578
+20,071
| +8% | +$839K | ﹤0.01% | 1445 |
|
|
2024
Q3 | $11.8M | Sell |
265,507
-2,973
| -1% | -$125K | 0.01% | 1355 |
|
|
2024
Q2 | $10.3M | Buy |
268,480
+10,342
| +4% | +$401K | 0.01% | 1361 |
|
|
2024
Q1 | $9.97M | Buy |
258,138
+34,411
| +15% | +$1.29M | 0.01% | 1333 |
|
|
2023
Q4 | $8.2M | Sell |
223,727
-3,903
| -2% | -$141K | 0.01% | 1363 |
|
|
2023
Q3 | $7.78M | Buy |
227,630
+11,391
| +5% | +$424K | 0.01% | 1316 |
|
|
2023
Q2 | $8.41M | Sell |
216,239
-74,566
| -26% | -$2.93M | 0.01% | 1231 |
|
|
2023
Q1 | $11.6M | Buy |
290,805
+23,797
| +9% | +$961K | 0.01% | 1015 |
|
|
2022
Q4 | $11.2M | Buy |
267,008
+7,451
| +3% | +$291K | 0.01% | 965 |
|
|
2022
Q3 | $9.6M | Buy |
259,557
+28,717
| +12% | +$1.13M | 0.01% | 983 |
|
|
2022
Q2 | $8.86M | Sell |
230,840
-36,500
| -14% | -$1.56M | 0.01% | 1035 |
|
|
2022
Q1 | $12.3M | Sell |
267,340
-8,258
| -3% | -$349K | 0.01% | 892 |
|
|
2021
Q4 | $11.5M | Sell |
275,598
-11,063
| -4% | -$427K | 0.01% | 937 |
|
|
2021
Q3 | $10.2M | Buy |
286,661
+20,575
| +8% | +$781K | 0.01% | 955 |
|
|
2021
Q2 | $9.9M | Buy |
266,086
+117,116
| +79% | +$4.35M | 0.01% | 912 |
|
|
2021
Q1 | $5.17M | Buy |
148,970
+36,887
| +33% | +$1.2M | 0.01% | 1211 |
|
|
2020
Q4 | $3.43M | Sell |
112,083
-10,525
| -9% | -$315K | ﹤0.01% | 1336 |
|
|
2020
Q3 | $3.52M | Buy |
122,608
+28,480
| +30% | +$893K | 0.01% | 1139 |
|
|
2020
Q2 | $3.65M | Buy |
94,128
+14,716
| +19% | +$608K | 0.01% | 1032 |
|
|
2020
Q1 | $3.18M | Sell |
79,412
-3,841
| -5% | -$179K | 0.01% | 935 |
|
|
2019
Q4 | $4.05M | Sell |
83,253
-7,634
| -8% | -$365K | 0.01% | 943 |
|
|
2019
Q3 | $4.38M | Sell |
90,887
-36,794
| -29% | -$1.67M | 0.01% | 848 |
|
|
2019
Q2 | $5.47M | Buy |
127,681
+25,633
| +25% | +$1.08M | 0.01% | 753 |
|
|
2019
Q1 | $4.25M | Buy |
102,048
+37,846
| +59% | +$1.5M | 0.01% | 843 |
|
|
2018
Q4 | $2.41M | Buy |
64,202
+3,399
| +6% | +$129K | 0.01% | 981 |
|
|
2018
Q3 | $2.26M | Buy |
60,803
+165
| +0.3% | +$6.03K | 0.01% | 1102 |
|
|
2018
Q2 | $2.18M | Sell |
60,638
-5,903
| -9% | -$202K | 0.01% | 1085 |
|
|
2018
Q1 | $2.26M | Buy |
66,541
+28,066
| +73% | +$901K | 0.01% | 1037 |
|
|
2017
Q4 | $1.18M | Buy |
38,475
+19,078
| +98% | +$620K | ﹤0.01% | 1413 |
|
|
2017
Q3 | $598K | Buy |
19,397
+77
| +0.4% | +$2.42K | ﹤0.01% | 1810 |
|
|
2017
Q2 | $563K | Buy |
19,320
+1,413
| +8% | +$42K | ﹤0.01% | 1791 |
|
|
2017
Q1 | $563K | Sell |
17,907
-1,280
| -7% | -$39.5K | ﹤0.01% | 1704 |
|
|
2016
Q4 | $594K | Sell |
19,187
-2,687
| -12% | -$86.1K | ﹤0.01% | 1588 |
|
|
2016
Q3 | $692K | Buy |
21,874
+3,110
| +17% | +$106K | 0.01% | 1468 |
|
|
2016
Q2 | $668K | Sell |
18,764
-16,016
| -46% | -$543K | 0.01% | 1442 |
|
|
2016
Q1 | $1.22M | Sell |
34,780
-2,336
| -6% | -$78.5K | ﹤0.01% | 1532 |
|
|
2015
Q4 | $1.17M | Buy |
37,116
+8,999
| +32% | +$283K | ﹤0.01% | 1555 |
|
|
2015
Q3 | $889K | Sell |
28,117
-29,040
| -51% | -$950K | ﹤0.01% | 1322 |
|
|
2015
Q2 | $1.9M | Sell |
57,157
-20,879
| -27% | -$730K | 0.01% | 931 |
|
|
2015
Q1 | $2.69M | Sell |
78,036
-8,554
| -10% | -$320K | 0.01% | 771 |
|
|
2014
Q4 | $3.38M | Buy |
86,590
+15,214
| +21% | +$558K | 0.02% | 646 |
|
|
2014
Q3 | $2.38M | Buy |
71,376
+19,427
| +37% | +$642K | 0.01% | 777 |
|
|
2014
Q2 | $1.8M | Buy |
51,949
+9,587
| +23% | +$323K | 0.01% | 946 |
|
|
2014
Q1 | $1.44M | Sell |
42,362
-22,710
| -35% | -$718K | 0.01% | 1030 |
|
|
2013
Q4 | $2.15M | Buy |
65,072
+524
| +0.8% | +$18.5K | 0.01% | 790 |
|
|
2013
Q3 | $2.45M | Buy |
64,548
+949
| +1% | +$35.6K | 0.02% | 681 |
|
|
2013
Q2 | $2.38M | Buy |
+63,599
| New | +$2.68M | 0.02% | 642 |
|
Other funds holding FE
VCM
VPM
LPL Financial's FE Position: Q1 2026 in Review
LPL Financial increased its FirstEnergy (FE) stake by 27% in Q1 2026, buying an estimated $15.6M and bringing the position to 1,534,216 shares worth $77.7M. The position accounts for 0.02% of the portfolio, ranked #707.
LPL Financial first reported a position in FE in Q2 2013 and has held it in 52 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.
- LPL Financial held 1,534,216 shares of FirstEnergy worth $77.7M as of Q1 2026.
- LPL Financial bought 321,926 FirstEnergy shares in Q1 2026, an estimated $15.6M.
- FirstEnergy made up 0.02% of LPL Financial's portfolio in Q1 2026, its #707 holding.
- LPL Financial first reported a position in FirstEnergy in Q2 2013 and has held it in 52 quarters since.
- 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.