Matthew Hamilton Rosenberg’s FirstEnergy FE Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$9.27K	Hold	214	–	–	﹤0.01%	644
2026 Q2	$10.2K	Hold	214	–	–	﹤0.01%	627
2026 Q1	$10.8K	Hold	214	–	–	﹤0.01%	602
2025 Q4	$9.58K	Hold	214	–	–	﹤0.01%	634
2025 Q3	$9.8K	Hold	214	–	–	﹤0.01%	637
2025 Q2	$8.62K	Hold	214	–	–	﹤0.01%	676
2025 Q1	$8.65K	Hold	214	–	–	﹤0.01%	657
2024 Q4	$8.51K	Hold	214	–	–	﹤0.01%	646
2024 Q3	$9.49K	Hold	214	–	–	﹤0.01%	628
2024 Q2	$8.2K	Hold	214	–	–	﹤0.01%	617
2024 Q1	$8.21K	Hold	214	–	–	﹤0.01%	635
2023 Q4	$7.84K	Buy	+214	New	+$7.75K	﹤0.01%	644

Other funds holding FE

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Matthew Hamilton Rosenberg's FE Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its FirstEnergy (FE) position steady in Q3 2026 at 214 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Matthew Hamilton Rosenberg first reported a position in FE in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.8K in Q1 2026. 30 funds tracked by Wall St. Rank hold FE as of Q3 2026.

Matthew Hamilton Rosenberg held 214 shares of FirstEnergy worth $9.27K as of Q3 2026.
Matthew Hamilton Rosenberg left its FirstEnergy share count unchanged in Q3 2026.
FirstEnergy made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #644 holding.
Matthew Hamilton Rosenberg first reported a position in FirstEnergy in Q4 2023 and has held it in 12 quarters since.
Matthew Hamilton Rosenberg's FirstEnergy position peaked at $10.8K in Q1 2026.
30 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.