PF
FE icon

PlanVest Financial’s FirstEnergy FE Stock Holding History

PlanVest Financial’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 		$7.94K Hold
167
– – 0.01% 425
2026
Q1 		$8.46K Buy
+167
New +$8.1K 0.01% 395

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

PlanVest Financial's FE Position: Q2 2026 in Review

PlanVest Financial held its FirstEnergy (FE) position steady in Q2 2026 at 167 shares worth $7.94K. The position accounts for 0.01% of the portfolio, ranked #425.

PlanVest Financial first reported a position in FE in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.46K in Q1 2026. 908 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • PlanVest Financial held 167 shares of FirstEnergy worth $7.94K as of Q2 2026.
  • PlanVest Financial left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #425 holding.
  • PlanVest Financial first reported a position in FirstEnergy in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's FirstEnergy position peaked at $8.46K in Q1 2026.
  • 908 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.