Aaron Wealth Advisors’s FirstEnergy FE Stock Holding History

Aaron Wealth Advisors’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	–	Sell	-5,942	Closed	-$301K	–	721
2026 Q1	$301K	Buy	5,942 +115	+2%	+$5.58K	0.02%	557
2025 Q4	$261K	Buy	+5,827	New	+$268K	0.01%	599

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Aaron Wealth Advisors's FE Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 5,942 shares — an estimated $301K sold.

Aaron Wealth Advisors first reported a position in FE in Q4 2025 and held it in 2 quarters. The position peaked at $301K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Aaron Wealth Advisors reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
Aaron Wealth Advisors sold 5,942 FirstEnergy shares in Q2 2026, an estimated $301K.
Aaron Wealth Advisors first reported a position in FirstEnergy in Q4 2025 and held it in 2 quarters.
Aaron Wealth Advisors's FirstEnergy position peaked at $301K in Q1 2026.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.