TFC Financial Management’s FirstEnergy FE Stock Holding History

TFC Financial 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	$203	Hold	4	–	–	﹤0.01%	789
2025 Q4	$180	Hold	4	–	–	﹤0.01%	786
2025 Q3	$184	Hold	4	–	–	﹤0.01%	809
2025 Q2	$162	Hold	4	–	–	﹤0.01%	811
2025 Q1	$162	Hold	4	–	–	﹤0.01%	754
2024 Q4	$160	Hold	4	–	–	﹤0.01%	759
2024 Q3	$178	Sell	4 -202	-98%	-$8.5K	﹤0.01%	759
2024 Q2	$7.89K	Buy	206 +203	+6,767%	+$7.87K	﹤0.01%	356
2024 Q1	$116	Buy	+3	New	+$112	﹤0.01%	810
2023 Q4	–	Sell	-19	Closed	-$650	–	684
2023 Q3	$650	Buy	+19	New	+$707	﹤0.01%	579
2022 Q3	–	Sell	-100	Closed	-$4K	–	548
2022 Q2	$4K	Buy	+100	New	+$4.27K	﹤0.01%	348

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFC Financial Management's FE Position: Q1 2026 in Review

TFC Financial Management held its FirstEnergy (FE) position steady in Q1 2026 at 4 shares worth $203. The position accounts for ﹤0.01% of the portfolio, ranked #789.

TFC Financial Management first reported a position in FE in Q2 2022 and has held it in 11 quarters since. The position peaked at $7.89K in Q2 2024. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

TFC Financial Management held 4 shares of FirstEnergy worth $203 as of Q1 2026.
TFC Financial Management left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #789 holding.
TFC Financial Management first reported a position in FirstEnergy in Q2 2022 and has held it in 11 quarters since.
TFC Financial Management's FirstEnergy position peaked at $7.89K in Q2 2024.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.