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Stone House Investment Management’s FirstEnergy FE Stock Holding History

Stone House Investment 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 		$114K Buy
2,250
+18
+0.8% +$873 0.02% 110
2025
Q4 		$99.9K Buy
2,232
+20
+0.9% +$918 0.02% 117
2025
Q3 		$101K Buy
2,212
+21
+1% +$896 0.02% 112
2025
Q2 		$88.2K Buy
2,191
+22
+1% +$908 0.02% 114
2025
Q1 		$87.7K Buy
+2,169
New +$86.4K 0.02% 104
2024
Q4 		– Sell
-2,126
Closed -$94.3K – 164
2024
Q3 		$94.3K Buy
2,126
+19
+0.9% +$800 0.02% 83
2024
Q2 		$80.6K Buy
2,107
+22
+1% +$853 0.02% 90
2024
Q1 		$80.5K Buy
2,085
+21
+1% +$786 0.02% 93
2023
Q4 		$75.6K Buy
2,064
+22
+1% +$796 0.03% 72
2023
Q3 		$69.8K Buy
2,042
+20
+1% +$744 0.02% 70
2023
Q2 		$78.6K Buy
2,022
+20
+1% +$785 0.03% 64
2023
Q1 		$80.2K Buy
+2,002
New +$80.9K 0.03% 70
2019
Q2 		– Sell
-1,843
Closed -$77K – 86
2019
Q1 		$77K Buy
+1,843
New +$73.2K 0.04% 70

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

Stone House Investment Management's FE Position: Q1 2026 in Review

Stone House Investment Management increased its FirstEnergy (FE) stake by 0.81% in Q1 2026, buying an estimated $873 and bringing the position to 2,250 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #110.

Stone House Investment Management first reported a position in FE in Q1 2019 and has held it in 13 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Stone House Investment Management held 2,250 shares of FirstEnergy worth $114K as of Q1 2026.
  • Stone House Investment Management bought 18 FirstEnergy shares in Q1 2026, an estimated $873.
  • FirstEnergy made up 0.02% of Stone House Investment Management's portfolio in Q1 2026, its #110 holding.
  • Stone House Investment Management first reported a position in FirstEnergy in Q1 2019 and has held it in 13 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.