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Creative Planning FE Position History
FirstEnergy Corp. • Utilities
Quarters held
8
Latest value
$9.5M
Q3 2026
Peak value
$9.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.1M |
| Q3 2025 | $68K |
| Q4 2025 | $4.9M |
| Q1 2026 | $7.2M |
| Q2 2026 | $65K |
| Q2 2026 | $8.4M |
| Q3 2026 | $76K |
| Q3 2026 | $9.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.5M | 219.7K | — | — |
| Q3 2026 | $76K | 1.8K | — | — |
| Q2 2026 | $8.4M | 176.5K | — | — |
| Q2 2026 | $65K | 1.4K | — | — |
| Q1 2026 | $7.2M | 142.2K | — | — |
| Q4 2025 | $4.9M | 109.9K | — | — |
| Q3 2025 | $68K | 1.5K | — | — |
| Q3 2025 | $4.1M | 90.0K | — | — |
Other funds holding FE
$2.8B
$2.8B
$2.6B
$2.6B
$2.1B
$1.9B
$1.9B
$1.8B