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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
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

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Total Wealth Planning & Management's FE Position: Q2 2026 in Review

Total Wealth Planning & Management held its FirstEnergy (FE) position steady in Q2 2026 at 9,900 shares worth $471K. 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 5 quarters since. The position peaked at $502K in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Total Wealth Planning & Management held 9,900 shares of FirstEnergy worth $471K as of Q2 2026.
  • Total Wealth Planning & Management left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up 0.32% of Total Wealth Planning & Management's portfolio in Q2 2026, its #110 holding.
  • Total Wealth Planning & Management first reported a position in FirstEnergy in Q1 2025 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's FirstEnergy position peaked at $502K in Q1 2026.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.