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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
Q2 		$289K Hold
6,013
– – 0.01% 700
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 $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

Smartleaf Asset Management's FE Position: Q2 2026 in Review

Smartleaf Asset Management held its FirstEnergy (FE) position steady in Q2 2026 at 6,013 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #700.

Smartleaf Asset Management first reported a position in FE in Q4 2023 and has held it in 11 quarters since. The position peaked at $303K in Q1 2026. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Smartleaf Asset Management held 6,013 shares of FirstEnergy worth $289K as of Q2 2026.
  • Smartleaf Asset Management left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #700 holding.
  • Smartleaf Asset Management first reported a position in FirstEnergy in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's FirstEnergy position peaked at $303K in Q1 2026.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.