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Smartleaf Asset Management’s FirstEnergy FE Stock Holding History

Smartleaf Asset 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 		$303K Buy
6,013
+1,363
+29% +$66.1K 0.01% 652
2025
Q4 		$209K Buy
4,650
+917
+25% +$42.1K 0.01% 783
2025
Q3 		$170K Buy
3,733
+1,168
+46% +$49.9K 0.01% 797
2025
Q2 		$102K Sell
2,565
-826
-24% -$34.1K 0.01% 851
2025
Q1 		$136K Sell
3,391
-165
-5% -$6.57K 0.01% 708
2024
Q4 		$141K Buy
3,556
+580
+19% +$24.3K 0.01% 680
2024
Q3 		$131K Buy
2,976
+1,128
+61% +$47.5K 0.02% 624
2024
Q2 		$71.2K Buy
1,848
+268
+17% +$10.4K 0.01% 655
2024
Q1 		$60.8K Buy
1,580
+165
+12% +$6.17K 0.01% 635
2023
Q4 		$51.9K Buy
+1,415
New +$51.2K 0.01% 532

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

Smartleaf Asset Management's FE Position: Q1 2026 in Review

Smartleaf Asset Management increased its FirstEnergy (FE) stake by 29% in Q1 2026, buying an estimated $66.1K and bringing the position to 6,013 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #652.

Smartleaf Asset Management first reported a position in FE in Q4 2023 and has held it in 10 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Smartleaf Asset Management held 6,013 shares of FirstEnergy worth $303K as of Q1 2026.
  • Smartleaf Asset Management bought 1,363 FirstEnergy shares in Q1 2026, an estimated $66.1K.
  • FirstEnergy made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #652 holding.
  • Smartleaf Asset Management first reported a position in FirstEnergy in Q4 2023 and has held it in 10 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.