Planning Strategies Inc.’s FirstEnergy FE Stock Holding History

Planning Strategies Inc.’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	$2.33K	Buy	+49	New	+$2.33K	﹤0.01%	555

Other funds holding FE

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Planning Strategies Inc.'s FE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in FirstEnergy (FE) in Q2 2026: 49 shares worth $2.33K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings.

309 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Planning Strategies Inc. held 49 shares of FirstEnergy worth $2.33K as of Q2 2026.
FirstEnergy was a new Planning Strategies Inc. position in Q2 2026.
FirstEnergy made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #555 holding.
309 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.