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Retirement Planning Company of New England’s FirstEnergy FE Stock Holding History

Retirement Planning Company of New England’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 		– Sell
-4,054
Closed -$205K – 264
2026
Q1 		$205K Buy
+4,054
New +$197K 0.08% 235
2022
Q1 		– Sell
-4,174
Closed -$173K – 451
2021
Q4 		$173K Buy
+4,174
New +$161K 0.08% 234

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

Retirement Planning Company of New England's FE Position: Q2 2026 in Review

Retirement Planning Company of New England sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 4,054 shares — an estimated $205K sold.

Retirement Planning Company of New England first reported a position in FE in Q4 2021 and held it in 2 quarters. The position peaked at $205K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Retirement Planning Company of New England reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
  • Retirement Planning Company of New England sold 4,054 FirstEnergy shares in Q2 2026, an estimated $205K.
  • Retirement Planning Company of New England first reported a position in FirstEnergy in Q4 2021 and held it in 2 quarters.
  • Retirement Planning Company of New England's FirstEnergy position peaked at $205K in Q1 2026.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.