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Montgomery Financial Services’s FirstEnergy FE Stock Holding History

Montgomery Financial Services’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 		$6.13K Buy
+129
New +$6.13K 0.01% 210

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

Montgomery Financial Services's FE Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in FirstEnergy (FE) in Q2 2026: 129 shares worth $6.13K. The stake represents 0.01% of the portfolio and ranks #210 among its holdings.

880 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Montgomery Financial Services held 129 shares of FirstEnergy worth $6.13K as of Q2 2026.
  • FirstEnergy was a new Montgomery Financial Services position in Q2 2026.
  • FirstEnergy made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #210 holding.
  • 880 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.