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Richardson Financial Services’s FirstEnergy FE Stock Holding History

Richardson Financial Services’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 		$189K Buy
3,973
+20
+0.5% +$950 0.11% 172
2026
Q1 		$200K Sell
3,953
-45
-1% -$2.18K 0.13% 154
2025
Q4 		$179K Sell
3,998
-10
-0.2% -$459 0.06% 166
2025
Q3 		$184K Sell
4,008
-180
-4% -$7.68K 0.11% 153
2025
Q2 		$169K Sell
4,188
-47
-1% -$1.94K 0.11% 160
2025
Q1 		$171K Sell
4,235
-20
-0.5% -$796 0.13% 155
2024
Q4 		$169K Sell
4,255
-530
-11% -$22.2K 0.12% 154
2024
Q3 		$183K Hold
4,785
– – 0.12% 155
2024
Q2 		$183K Sell
4,785
-210
-4% -$8.14K 0.13% 143
2024
Q1 		$193K Buy
4,995
+290
+6% +$10.8K 0.14% 146
2023
Q4 		$172K Buy
+4,705
New +$170K 0.15% 140

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

Richardson Financial Services's FE Position: Q2 2026 in Review

Richardson Financial Services increased its FirstEnergy (FE) stake by 0.51% in Q2 2026, buying an estimated $950 and bringing the position to 3,973 shares worth $189K. The position accounts for 0.11% of the portfolio, ranked #172.

Richardson Financial Services first reported a position in FE in Q4 2023 and has held it in 11 quarters since. The position peaked at $200K in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Richardson Financial Services held 3,973 shares of FirstEnergy worth $189K as of Q2 2026.
  • Richardson Financial Services bought 20 FirstEnergy shares in Q2 2026, an estimated $950.
  • FirstEnergy made up 0.11% of Richardson Financial Services's portfolio in Q2 2026, its #172 holding.
  • Richardson Financial Services first reported a position in FirstEnergy in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's FirstEnergy position peaked at $200K in Q1 2026.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

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