Prosperity Consulting Group’s FirstEnergy FE Stock Holding History

Prosperity Consulting Group’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	$1.06M	Buy	22,364 +465	+2%	+$22.1K	0.04%	254
2026 Q1	$1.11M	Buy	21,899 +64	+0.3%	+$3.1K	0.05%	227
2025 Q4	$978K	Buy	21,835 +124	+0.6%	+$5.69K	0.04%	251
2025 Q3	$995K	Buy	21,711 +436	+2%	+$18.6K	0.05%	248
2025 Q2	$857K	Sell	21,275 -953	-4%	-$39.3K	0.06%	250
2025 Q1	$898K	Sell	22,228 -1,234	-5%	-$49.1K	0.07%	238
2024 Q4	$933K	Sell	23,462 -19	-0.1%	-$794	0.07%	231
2024 Q3	$1.04M	Buy	+23,481	New	+$988K	0.08%	222

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Prosperity Consulting Group's FE Position: Q2 2026 in Review

Prosperity Consulting Group increased its FirstEnergy (FE) stake by 2.1% in Q2 2026, buying an estimated $22.1K and bringing the position to 22,364 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #254.

Prosperity Consulting Group first reported a position in FE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Prosperity Consulting Group held 22,364 shares of FirstEnergy worth $1.06M as of Q2 2026.
Prosperity Consulting Group bought 465 FirstEnergy shares in Q2 2026, an estimated $22.1K.
FirstEnergy made up 0.04% of Prosperity Consulting Group's portfolio in Q2 2026, its #254 holding.
Prosperity Consulting Group first reported a position in FirstEnergy in Q3 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's FirstEnergy position peaked at $1.11M in Q1 2026.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.