TWPM
FE icon

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
Q1 		$481K Buy
9,500
+300
+3% +$14.6K 0.36% 99
2025
Q4 		$412K Buy
+9,200
New +$422K 0.31% 106
2025
Q2 		$354K Buy
8,800
+300
+4% +$12.4K 0.29% 128
2025
Q1 		$344K Buy
+8,500
New +$338K 0.33% 111

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Total Wealth Planning & Management's FE Position: Q1 2026 in Review

Total Wealth Planning & Management increased its FirstEnergy (FE) stake by 3.1% in Q1 2026, buying an estimated $14.6K and bringing the position to 9,900 shares worth $502K. The position accounts for 0.37% of the portfolio, ranked #89.

Total Wealth Planning & Management first reported a position in FE in Q1 2025 and has held it in 4 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Total Wealth Planning & Management held 9,900 shares of FirstEnergy worth $502K as of Q1 2026.
  • Total Wealth Planning & Management bought 300 FirstEnergy shares in Q1 2026, an estimated $14.6K.
  • FirstEnergy made up 0.37% of Total Wealth Planning & Management's portfolio in Q1 2026, its #89 holding.
  • Total Wealth Planning & Management first reported a position in FirstEnergy in Q1 2025 and has held it in 4 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.