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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
Q2 		$282K Sell
5,832
-152
-3% -$7.22K 0.21% 155
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 $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

Phillips Wealth Planners's FE Position: Q2 2026 in Review

Phillips Wealth Planners reduced its FirstEnergy (FE) stake by 2.5% in Q2 2026, selling an estimated $7.22K and leaving 5,832 shares worth $282K. The position accounts for 0.21% of the portfolio, ranked #155.

Phillips Wealth Planners first reported a position in FE in Q4 2025 and has held it in 3 quarters since. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Phillips Wealth Planners held 5,832 shares of FirstEnergy worth $282K as of Q2 2026.
  • Phillips Wealth Planners sold 152 FirstEnergy shares in Q2 2026, an estimated $7.22K.
  • FirstEnergy made up 0.21% of Phillips Wealth Planners's portfolio in Q2 2026, its #155 holding.
  • Phillips Wealth Planners first reported a position in FirstEnergy in Q4 2025 and has held it in 3 quarters since.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.