Root Financial Partners
FE icon

Root Financial Partners’s FirstEnergy FE Stock Holding History

Root Financial Partners’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
Q3 		$225K Buy
+5,202
New +$244K 0.01% 400
2026
Q2 		– Sell
-1,229
Closed -$62.3K – 1348
2026
Q1 		$62.3K Buy
1,229
+735
+149% +$35.6K ﹤0.01% 772
2025
Q4 		$22.1K Buy
494
+40
+9% +$1.84K ﹤0.01% 1137
2025
Q3 		$20.8K Buy
+454
New +$19.4K ﹤0.01% 1103

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Root Financial Partners's FE Position: Q3 2026 in Review

Root Financial Partners opened a new position in FirstEnergy (FE) in Q3 2026: 5,202 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #400 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FE as recently as Q1 2026.

Root Financial Partners first reported a position in FE in Q3 2025 and has held it in 4 quarters since. 771 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Root Financial Partners held 5,202 shares of FirstEnergy worth $225K as of Q3 2026.
  • FirstEnergy was a new Root Financial Partners position in Q3 2026.
  • FirstEnergy made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #400 holding.
  • Root Financial Partners first reported a position in FirstEnergy in Q3 2025 and has held it in 4 quarters since.
  • 771 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.