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 Q2	$381	Buy	8 +4	+100%	+$190	﹤0.01%	788
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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

TFC Financial Management's FE Position: Q2 2026 in Review

TFC Financial Management increased its FirstEnergy (FE) stake by 100% in Q2 2026, buying an estimated $190 and bringing the position to 8 shares worth $381. The position accounts for ﹤0.01% of the portfolio, ranked #788.

TFC Financial Management first reported a position in FE in Q2 2022 and has held it in 12 quarters since. The position peaked at $7.89K in Q2 2024. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

TFC Financial Management held 8 shares of FirstEnergy worth $381 as of Q2 2026.
TFC Financial Management bought 4 FirstEnergy shares in Q2 2026, an estimated $190.
FirstEnergy made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #788 holding.
TFC Financial Management first reported a position in FirstEnergy in Q2 2022 and has held it in 12 quarters since.
TFC Financial Management's FirstEnergy position peaked at $7.89K in Q2 2024.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.