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Stephens Consulting’s FirstEnergy FE Stock Holding History

Stephens Consulting’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
2025
Q4 		$47K Hold
1,050
– – 0.02% 146
2025
Q3 		$48.1K Sell
1,050
-212
-17% -$9.05K 0.02% 143
2025
Q2 		$50.8K Buy
1,262
+16
+1% +$660 0.01% 195
2025
Q1 		$50.4K Hold
1,246
– – 0.01% 191
2024
Q4 		$49.6K Hold
1,246
– – 0.01% 190
2024
Q3 		$55.3K Hold
1,246
– – 0.01% 183
2024
Q2 		$47.7K Hold
1,246
– – 0.01% 187
2024
Q1 		$48.1K Hold
1,246
– – 0.01% 182
2023
Q4 		$45.7K Hold
1,246
– – 0.02% 186
2023
Q3 		$42.6K Hold
1,246
– – 0.02% 184
2023
Q2 		$48.4K Hold
1,246
– – 0.02% 170
2023
Q1 		$49.9K Hold
1,246
– – 0.03% 173
2022
Q4 		$52.3K Hold
1,246
– – 0.03% 166
2022
Q3 		$46.1K Hold
1,246
– – 0.04% 181
2022
Q2 		$47.8K Hold
1,246
– – 0.04% 173
2022
Q1 		$57.1K Hold
1,246
– – 0.05% 174
2021
Q4 		$51.8K Buy
+1,246
New +$48K 0.04% 199

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Consulting's FE Position: Q4 2025 in Review

Stephens Consulting held its FirstEnergy (FE) position steady in Q4 2025 at 1,050 shares worth $47K. The position accounts for 0.02% of the portfolio, ranked #146.

Stephens Consulting first reported a position in FE in Q4 2021 and has held it in 17 quarters since. The position peaked at $57.1K in Q1 2022. 892 funds tracked by Wall St. Rank hold FE as of Q4 2025.

  • Stephens Consulting held 1,050 shares of FirstEnergy worth $47K as of Q4 2025.
  • Stephens Consulting left its FirstEnergy share count unchanged in Q4 2025.
  • FirstEnergy made up 0.02% of Stephens Consulting's portfolio in Q4 2025, its #146 holding.
  • Stephens Consulting first reported a position in FirstEnergy in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's FirstEnergy position peaked at $57.1K in Q1 2022.
  • 892 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.