SWP
FE icon

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
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 $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

Sagespring Wealth Partners's FE Position: Q1 2026 in Review

Sagespring Wealth Partners increased its FirstEnergy (FE) stake by 10% in Q1 2026, buying an estimated $31K and bringing the position to 7,051 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #593.

Sagespring Wealth Partners first reported a position in FE in Q3 2025 and has held it in 3 quarters since. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Sagespring Wealth Partners held 7,051 shares of FirstEnergy worth $357K as of Q1 2026.
  • Sagespring Wealth Partners bought 639 FirstEnergy shares in Q1 2026, an estimated $31K.
  • FirstEnergy made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #593 holding.
  • Sagespring Wealth Partners first reported a position in FirstEnergy in Q3 2025 and has held it in 3 quarters since.
  • 924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.