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Mark Sheptoff Financial Planning’s FirstEnergy FE Stock Holding History

Mark Sheptoff Financial Planning’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 		$358 Hold
8
– – ﹤0.01% 505
2026
Q1 		$346 Hold
8
– – ﹤0.01% 497
2025
Q4 		$337 Hold
8
– – ﹤0.01% 495
2025
Q3 		$345 Hold
8
– – ﹤0.01% 470
2025
Q2 		$303 Hold
8
– – ﹤0.01% 500
2025
Q1 		$304 Hold
8
– – ﹤0.01% 432
2024
Q4 		$300 Buy
8
+1
+14% +$42 ﹤0.01% 423
2024
Q3 		$331 Hold
7
– – ﹤0.01% 417
2024
Q2 		$283 Hold
7
– – ﹤0.01% 418
2024
Q1 		$282 Hold
7
– – ﹤0.01% 389
2023
Q4 		$265 Buy
+7
New +$253 ﹤0.01% 385

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's FE Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its FirstEnergy (FE) position steady in Q2 2026 at 8 shares worth $358. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Mark Sheptoff Financial Planning first reported a position in FE in Q4 2023 and has held it in 11 quarters since. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Mark Sheptoff Financial Planning held 8 shares of FirstEnergy worth $358 as of Q2 2026.
  • Mark Sheptoff Financial Planning left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #505 holding.
  • Mark Sheptoff Financial Planning first reported a position in FirstEnergy in Q4 2023 and has held it in 11 quarters since.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.