Welch Group’s FirstEnergy FE Stock Holding History

Welch Group’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	$447K	Buy	10,314 +53	+0.5%	+$2.49K	0.02%	208
2026 Q2	$488K	Buy	10,261 +52	+0.5%	+$2.47K	0.02%	192
2026 Q1	$517K	Sell	10,209 -156	-2%	-$7.57K	0.02%	176
2025 Q4	$464K	Buy	10,365 +29	+0.3%	+$1.33K	0.02%	183
2025 Q3	$474K	Buy	10,336 +273	+3%	+$11.7K	0.02%	172
2025 Q2	$405K	Buy	10,063 +60	+0.6%	+$2.48K	0.02%	178
2025 Q1	$401K	Buy	10,003 +53	+0.5%	+$2.11K	0.02%	169
2024 Q4	$394K	Buy	9,950 +49	+0.5%	+$2.05K	0.02%	174
2024 Q3	$439K	Buy	9,901 +46	+0.5%	+$1.94K	0.02%	160
2024 Q2	$377K	Buy	9,855 +3,397	+53%	+$132K	0.02%	164
2024 Q1	$249K	Buy	6,458 +52	+0.8%	+$1.94K	0.01%	192
2023 Q4	$235K	Buy	+6,406	New	+$232K	0.01%	202
2023 Q3	–	Sell	-5,603	Closed	-$218K	–	218
2023 Q2	$218K	Buy	5,603 +47	+0.8%	+$1.84K	0.01%	192
2023 Q1	$223K	Buy	+5,556	New	+$224K	0.01%	190

Other funds holding FE

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Welch Group's FE Position: Q3 2026 in Review

Welch Group increased its FirstEnergy (FE) stake by 0.52% in Q3 2026, buying an estimated $2.49K and bringing the position to 10,314 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #208.

Welch Group first reported a position in FE in Q1 2023 and has held it in 14 quarters since. The position peaked at $517K in Q1 2026. 279 funds tracked by Wall St. Rank hold FE as of Q3 2026.

Welch Group held 10,314 shares of FirstEnergy worth $447K as of Q3 2026.
Welch Group bought 53 FirstEnergy shares in Q3 2026, an estimated $2.49K.
FirstEnergy made up 0.02% of Welch Group's portfolio in Q3 2026, its #208 holding.
Welch Group first reported a position in FirstEnergy in Q1 2023 and has held it in 14 quarters since.
Welch Group's FirstEnergy position peaked at $517K in Q1 2026.
279 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.