SHP Wealth Management’s FirstEnergy FE Stock Holding History

SHP Wealth Management’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	$4.96K	Buy	98 +87	+791%	+$4.22K	﹤0.01%	1073
2025 Q4	$480	Buy	+11	New	+$505	﹤0.01%	1374

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's FE Position: Q1 2026 in Review

SHP Wealth Management increased its FirstEnergy (FE) stake by 791% in Q1 2026, buying an estimated $4.22K and bringing the position to 98 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

SHP Wealth Management first reported a position in FE in Q4 2025 and has held it in 2 quarters since. 927 funds tracked by Wall St. Rank hold FE as of Q1 2026.

SHP Wealth Management held 98 shares of FirstEnergy worth $4.96K as of Q1 2026.
SHP Wealth Management bought 87 FirstEnergy shares in Q1 2026, an estimated $4.22K.
FirstEnergy made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1073 holding.
SHP Wealth Management first reported a position in FirstEnergy in Q4 2025 and has held it in 2 quarters since.
927 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.