Total Wealth Planning & Management’s FirstEnergy FE Stock Holding History

Total Wealth Planning & 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	$429K	Hold	9,900	–	–	0.32%	110
2026 Q2	$471K	Hold	9,900	–	–	0.32%	110
2026 Q1	$502K	Buy	9,900 +300	+3%	+$14.6K	0.37%	89
2025 Q4	$430K	Buy	+9,600	New	+$441K	0.32%	98
2025 Q2	$370K	Buy	9,200 +300	+3%	+$12.4K	0.3%	125
2025 Q1	$360K	Buy	+8,900	New	+$354K	0.34%	104

Other funds holding FE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Total Wealth Planning & Management's FE Position: Q3 2026 in Review

Total Wealth Planning & Management held its FirstEnergy (FE) position steady in Q3 2026 at 9,900 shares worth $429K. The position accounts for 0.32% of the portfolio, ranked #110.

Total Wealth Planning & Management first reported a position in FE in Q1 2025 and has held it in 6 quarters since. The position peaked at $502K in Q1 2026. 191 funds tracked by Wall St. Rank hold FE as of Q3 2026.

Total Wealth Planning & Management held 9,900 shares of FirstEnergy worth $429K as of Q3 2026.
Total Wealth Planning & Management left its FirstEnergy share count unchanged in Q3 2026.
FirstEnergy made up 0.32% of Total Wealth Planning & Management's portfolio in Q3 2026, its #110 holding.
Total Wealth Planning & Management first reported a position in FirstEnergy in Q1 2025 and has held it in 6 quarters since.
Total Wealth Planning & Management's FirstEnergy position peaked at $502K in Q1 2026.
191 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.