SWP
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Sagespring Wealth Partners’s FirstEnergy FE Stock Holding History

Sagespring Wealth 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 		$343K Buy
7,217
+166
+2% +$7.88K 0.01% 637
2026
Q1 		$357K Buy
7,051
+639
+10% +$31K 0.01% 593
2025
Q4 		$287K Buy
6,412
+182
+3% +$8.36K 0.01% 632
2025
Q3 		$285K Buy
+6,230
New +$266K 0.01% 620

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

Sagespring Wealth Partners's FE Position: Q2 2026 in Review

Sagespring Wealth Partners increased its FirstEnergy (FE) stake by 2.4% in Q2 2026, buying an estimated $7.88K and bringing the position to 7,217 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #637.

Sagespring Wealth Partners first reported a position in FE in Q3 2025 and has held it in 4 quarters since. The position peaked at $357K in Q1 2026. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Sagespring Wealth Partners held 7,217 shares of FirstEnergy worth $343K as of Q2 2026.
  • Sagespring Wealth Partners bought 166 FirstEnergy shares in Q2 2026, an estimated $7.88K.
  • FirstEnergy made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #637 holding.
  • Sagespring Wealth Partners first reported a position in FirstEnergy in Q3 2025 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's FirstEnergy position peaked at $357K in Q1 2026.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.