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Phillips Wealth Planners’s FirstEnergy FE Stock Holding History

Phillips Wealth Planners’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 		$267K Buy
5,984
+1,727
+41% +$83.8K 0.2% 169
2025
Q4 		$202K Buy
+4,257
New +$195K 0.16% 185

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phillips Wealth Planners's FE Position: Q1 2026 in Review

Phillips Wealth Planners increased its FirstEnergy (FE) stake by 41% in Q1 2026, buying an estimated $83.8K and bringing the position to 5,984 shares worth $267K. The position accounts for 0.2% of the portfolio, ranked #169.

Phillips Wealth Planners first reported a position in FE in Q4 2025 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Phillips Wealth Planners held 5,984 shares of FirstEnergy worth $267K as of Q1 2026.
  • Phillips Wealth Planners bought 1,727 FirstEnergy shares in Q1 2026, an estimated $83.8K.
  • FirstEnergy made up 0.2% of Phillips Wealth Planners's portfolio in Q1 2026, its #169 holding.
  • Phillips Wealth Planners first reported a position in FirstEnergy in Q4 2025 and has held it in 2 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.