Newbridge Financial Services Group’s FirstEnergy FE Stock Holding History

Newbridge Financial Services 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 Q1	–	Sell	-162	Closed	-$7.25K	–	1210
2025 Q4	$7.25K	Buy	+162	New	+$7.44K	﹤0.01%	834
2025 Q1	–	Sell	-45	Closed	-$1.77K	–	1078
2024 Q4	$1.77K	Buy	+45	New	+$1.88K	﹤0.01%	979
2024 Q3	–	Sell	-44	Closed	-$1.67K	–	791
2024 Q2	$1.67K	Buy	44 +1	+2%	+$39	﹤0.01%	966
2024 Q1	$1.67K	Sell	43 -83	-66%	-$3.1K	﹤0.01%	1009
2023 Q4	$4.6K	Sell	126 -71	-36%	-$2.57K	﹤0.01%	868
2023 Q3	$6.73K	Buy	197 +74	+60%	+$2.75K	﹤0.01%	899
2023 Q2	$4.78K	Buy	123 +82	+200%	+$3.22K	﹤0.01%	1016
2023 Q1	$1.66K	Hold	41	–	–	﹤0.01%	1225
2022 Q4	$1.72K	Buy	+41	New	+$1.6K	﹤0.01%	1242
2022 Q3	–	Sell	-105	Closed	-$4K	–	1413
2022 Q2	$4K	Buy	+105	New	+$4.48K	﹤0.01%	1050
2021 Q4	–	Sell	-100	Closed	-$4K	–	1456
2021 Q3	$4K	Buy	+100	New	+$3.79K	﹤0.01%	1057

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Newbridge Financial Services Group's FE Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 162 shares — an estimated $7.25K sold.

Newbridge Financial Services Group first reported a position in FE in Q3 2021 and held it in 11 quarters. The position peaked at $7.25K in Q4 2025. 929 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Newbridge Financial Services Group reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
Newbridge Financial Services Group sold 162 FirstEnergy shares in Q1 2026, an estimated $7.25K.
Newbridge Financial Services Group first reported a position in FirstEnergy in Q3 2021 and held it in 11 quarters.
Newbridge Financial Services Group's FirstEnergy position peaked at $7.25K in Q4 2025.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.