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Retirement Planning Group (Kansas)’s FirstEnergy FE Stock Holding History

Retirement Planning Group (Kansas)’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 		$476K Sell
10,005
-516
-5% -$24.5K 0.01% 341
2026
Q1 		$533K Sell
10,521
-642
-6% -$31.1K 0.02% 286
2025
Q4 		$500K Buy
11,163
+911
+9% +$41.8K 0.02% 270
2025
Q3 		$470K Buy
+10,252
New +$438K 0.02% 273

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 Group (Kansas)'s FE Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its FirstEnergy (FE) stake by 4.9% in Q2 2026, selling an estimated $24.5K and leaving 10,005 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #341.

Retirement Planning Group (Kansas) first reported a position in FE in Q3 2025 and has held it in 4 quarters since. The position peaked at $533K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Retirement Planning Group (Kansas) held 10,005 shares of FirstEnergy worth $476K as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 516 FirstEnergy shares in Q2 2026, an estimated $24.5K.
  • FirstEnergy made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #341 holding.
  • Retirement Planning Group (Kansas) first reported a position in FirstEnergy in Q3 2025 and has held it in 4 quarters since.
  • Retirement Planning Group (Kansas)'s FirstEnergy position peaked at $533K in Q1 2026.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.