SWM
FE icon

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
Q2 		$6.99K Buy
147
+49
+50% +$2.33K ﹤0.01% 1075
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
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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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

SHP Wealth Management's FE Position: Q2 2026 in Review

SHP Wealth Management increased its FirstEnergy (FE) stake by 50% in Q2 2026, buying an estimated $2.33K and bringing the position to 147 shares worth $6.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

SHP Wealth Management first reported a position in FE in Q4 2025 and has held it in 3 quarters since. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • SHP Wealth Management held 147 shares of FirstEnergy worth $6.99K as of Q2 2026.
  • SHP Wealth Management bought 49 FirstEnergy shares in Q2 2026, an estimated $2.33K.
  • FirstEnergy made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1075 holding.
  • SHP Wealth Management first reported a position in FirstEnergy in Q4 2025 and has held it in 3 quarters since.
  • 931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.