Winnow Wealth’s FirstEnergy FE Stock Holding History

Winnow Wealth’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	–	Sell	-17	Closed	-$765	–	286
2025 Q4	$765	Hold	17	–	–	﹤0.01%	459
2025 Q3	$782	Buy	+17	New	+$726	﹤0.01%	439
2025 Q2	–	Sell	-17	Closed	-$662	–	360
2025 Q1	$662	Buy	17 +6	+55%	+$239	﹤0.01%	453
2024 Q4	$410	Buy	+11	New	+$460	﹤0.01%	464

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winnow Wealth's FE Position: Q1 2026 in Review

Winnow Wealth sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 17 shares — an estimated $765 sold.

Winnow Wealth first reported a position in FE in Q4 2024 and held it in 4 quarters. The position peaked at $782 in Q3 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Winnow Wealth reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 17 FirstEnergy shares in Q1 2026, an estimated $765.
Winnow Wealth first reported a position in FirstEnergy in Q4 2024 and held it in 4 quarters.
Winnow Wealth's FirstEnergy position peaked at $782 in Q3 2025.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.