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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
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

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Root Financial Partners's FE Position: Q2 2026 in Review

Root Financial Partners sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 1,229 shares — an estimated $62.3K sold.

Root Financial Partners first reported a position in FE in Q3 2025 and held it in 3 quarters. The position peaked at $62.3K in Q1 2026. 309 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Root Financial Partners reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,229 FirstEnergy shares in Q2 2026, an estimated $62.3K.
  • Root Financial Partners first reported a position in FirstEnergy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's FirstEnergy position peaked at $62.3K in Q1 2026.
  • 309 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.