Planning Strategies
FE icon

Planning Strategies’s FirstEnergy FE Stock Holding History

Planning Strategies’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
Q3 		$2.3K Buy
53
+4
+8% +$188 ﹤0.01% 594
2026
Q2 		$2.33K Buy
+49
New +$2.33K ﹤0.01% 555

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Planning Strategies's FE Position: Q3 2026 in Review

Planning Strategies increased its FirstEnergy (FE) stake by 8.2% in Q3 2026, buying an estimated $188 and bringing the position to 53 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Planning Strategies first reported a position in FE in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.33K in Q2 2026. 771 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Planning Strategies held 53 shares of FirstEnergy worth $2.3K as of Q3 2026.
  • Planning Strategies bought 4 FirstEnergy shares in Q3 2026, an estimated $188.
  • FirstEnergy made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #594 holding.
  • Planning Strategies first reported a position in FirstEnergy in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's FirstEnergy position peaked at $2.33K in Q2 2026.
  • 771 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.