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Mather Group’s FirstEnergy FE Stock Holding History

Mather Group’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 		$245K Buy
5,145
+152
+3% +$7.22K ﹤0.01% 732
2026
Q1 		$253K Sell
4,993
-169
-3% -$8.2K ﹤0.01% 669
2025
Q4 		$231K Buy
5,162
+77
+2% +$3.54K ﹤0.01% 592
2025
Q3 		$233K Buy
+5,085
New +$217K ﹤0.01% 585
2025
Q2 		– Sell
-3,631
Closed -$147K – 982
2025
Q1 		$147K Buy
3,631
+456
+14% +$18.2K ﹤0.01% 669
2024
Q4 		$126K Buy
3,175
+447
+16% +$18.7K ﹤0.01% 689
2024
Q3 		$121K Sell
2,728
-522
-16% -$22K ﹤0.01% 696
2024
Q2 		$126K Buy
3,250
+143
+5% +$5.55K ﹤0.01% 740
2024
Q1 		$114K Buy
+3,107
New +$116K ﹤0.01% 670

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

Mather Group's FE Position: Q2 2026 in Review

Mather Group increased its FirstEnergy (FE) stake by 3% in Q2 2026, buying an estimated $7.22K and bringing the position to 5,145 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Mather Group first reported a position in FE in Q1 2024 and has held it in 9 quarters since. The position peaked at $253K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Mather Group held 5,145 shares of FirstEnergy worth $245K as of Q2 2026.
  • Mather Group bought 152 FirstEnergy shares in Q2 2026, an estimated $7.22K.
  • FirstEnergy made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #732 holding.
  • Mather Group first reported a position in FirstEnergy in Q1 2024 and has held it in 9 quarters since.
  • Mather Group's FirstEnergy position peaked at $253K in Q1 2026.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.