RFS
FE icon

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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richardson Financial Services's FE Position: Q1 2026 in Review

Richardson Financial Services reduced its FirstEnergy (FE) stake by 1.1% in Q1 2026, selling an estimated $2.18K and leaving 3,953 shares worth $200K. The position accounts for 0.13% of the portfolio, ranked #154.

Richardson Financial Services first reported a position in FE in Q4 2023 and has held it in 10 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Richardson Financial Services held 3,953 shares of FirstEnergy worth $200K as of Q1 2026.
  • Richardson Financial Services sold 45 FirstEnergy shares in Q1 2026, an estimated $2.18K.
  • FirstEnergy made up 0.13% of Richardson Financial Services's portfolio in Q1 2026, its #154 holding.
  • Richardson Financial Services first reported a position in FirstEnergy in Q4 2023 and has held it in 10 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.