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BOLTON SECURITIES CORPORATION’s FirstEnergy FE Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$70.6K Hold
1,630
– – ﹤0.01% 1224
2026
Q2 		$77.5K Sell
1,630
-22
-1% -$1.04K ﹤0.01% 1182
2026
Q1 		$83.7K Buy
+1,652
New +$80.1K ﹤0.01% 1095
2025
Q3 		$84.9K Buy
+1,852
New +$79.1K ﹤0.01% 1023
2025
Q1 		$42.2K Buy
+1,044
New +$41.6K ﹤0.01% 1096

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FE Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its FirstEnergy (FE) position steady in Q3 2026 at 1,630 shares worth $70.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

BOLTON SECURITIES CORPORATION first reported a position in FE in Q1 2025 and has held it in 5 quarters since. The position peaked at $84.9K in Q3 2025. 611 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,630 shares of FirstEnergy worth $70.6K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its FirstEnergy share count unchanged in Q3 2026.
  • FirstEnergy made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1224 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in FirstEnergy in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's FirstEnergy position peaked at $84.9K in Q3 2025.
  • 611 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.