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 Q3	$347	Hold	8	–	–	﹤0.01%	794
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TFC Financial Management's FE Position: Q3 2026 in Review

TFC Financial Management held its FirstEnergy (FE) position steady in Q3 2026 at 8 shares worth $347. The position accounts for ﹤0.01% of the portfolio, ranked #794.

TFC Financial Management first reported a position in FE in Q2 2022 and has held it in 13 quarters since. The position peaked at $7.89K in Q2 2024. 224 funds tracked by Wall St. Rank hold FE as of Q3 2026.

TFC Financial Management held 8 shares of FirstEnergy worth $347 as of Q3 2026.
TFC Financial Management left its FirstEnergy share count unchanged in Q3 2026.
FirstEnergy made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #794 holding.
TFC Financial Management first reported a position in FirstEnergy in Q2 2022 and has held it in 13 quarters since.
TFC Financial Management's FirstEnergy position peaked at $7.89K in Q2 2024.
224 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.