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Sunbelt Securities’s FirstEnergy FE Stock Holding History

Sunbelt Securities’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 		$14.6K Hold
288
– – ﹤0.01% 1390
2025
Q4 		$12.9K Hold
288
– – ﹤0.01% 1379
2025
Q3 		$13.2K Buy
288
+176
+157% +$7.51K ﹤0.01% 1378
2025
Q2 		$4.46K Hold
112
– – ﹤0.01% 1471
2025
Q1 		$4.53K Hold
112
– – ﹤0.01% 1439
2024
Q4 		$4.44K Hold
112
– – ﹤0.01% 1472
2024
Q3 		$4.97K Sell
112
-159
-59% -$6.69K ﹤0.01% 1440
2024
Q2 		$10.4K Hold
271
– – ﹤0.01% 1261
2024
Q1 		$10.5K Buy
271
+1
+0.4% +$37 ﹤0.01% 1228
2023
Q4 		$9.91K Hold
270
– – ﹤0.01% 1173
2023
Q3 		$9.23K Buy
270
+1
+0.4% +$37 ﹤0.01% 1176
2023
Q2 		$10.5K Hold
269
– – ﹤0.01% 1164
2023
Q1 		$10.6K Buy
+269
New +$10.9K ﹤0.01% 1116

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

Sunbelt Securities's FE Position: Q1 2026 in Review

Sunbelt Securities held its FirstEnergy (FE) position steady in Q1 2026 at 288 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Sunbelt Securities first reported a position in FE in Q1 2023 and has held it in 13 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Sunbelt Securities held 288 shares of FirstEnergy worth $14.6K as of Q1 2026.
  • Sunbelt Securities left its FirstEnergy share count unchanged in Q1 2026.
  • FirstEnergy made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1390 holding.
  • Sunbelt Securities first reported a position in FirstEnergy in Q1 2023 and has held it in 13 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.