Pinnacle Wealth Planning Services’s FirstEnergy FE Stock Holding History

Pinnacle Wealth Planning 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 Q1	$73.1K	Sell	1,443 -5,777	-80%	-$280K	0.01%	990
2025 Q4	$323K	Sell	7,220 -159	-2%	-$7.3K	0.03%	299
2025 Q3	$338K	Buy	+7,379	New	+$315K	0.04%	284
2024 Q4	–	Sell	-5,103	Closed	-$226K	–	450
2024 Q3	$226K	Buy	+5,103	New	+$215K	0.03%	416
2023 Q2	–	Sell	-8,920	Closed	-$357K	–	482
2023 Q1	$357K	Buy	8,920 +76	+0.9%	+$3.07K	0.06%	234
2022 Q4	$371K	Buy	8,844 +2,129	+32%	+$83.2K	0.07%	217
2022 Q3	$248K	Buy	+6,715	New	+$265K	0.05%	277
2021 Q1	–	Sell	-126	Closed	-$4K	–	904
2020 Q4	$4K	Buy	+126	New	+$3.78K	﹤0.01%	1724

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's FE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its FirstEnergy (FE) stake by 80% in Q1 2026, selling an estimated $280K and leaving 1,443 shares worth $73.1K. The position accounts for 0.01% of the portfolio, ranked #990.

Pinnacle Wealth Planning Services first reported a position in FE in Q4 2020 and has held it in 8 quarters since. The position peaked at $371K in Q4 2022. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Pinnacle Wealth Planning Services held 1,443 shares of FirstEnergy worth $73.1K as of Q1 2026.
Pinnacle Wealth Planning Services sold 5,777 FirstEnergy shares in Q1 2026, an estimated $280K.
FirstEnergy made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #990 holding.
Pinnacle Wealth Planning Services first reported a position in FirstEnergy in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's FirstEnergy position peaked at $371K in Q4 2022.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.