Abound Wealth Management’s FirstEnergy FE Stock Holding History

Abound Wealth Management’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	$523	Sell	11 -130	-92%	-$6.17K	﹤0.01%	940
2026 Q1	$7.15K	Hold	141	–	–	﹤0.01%	637
2025 Q4	$6.32K	Hold	141	–	–	﹤0.01%	613
2025 Q3	$6.47K	Hold	141	–	–	﹤0.01%	585
2025 Q2	$5.68K	Buy	141 +73	+107%	+$3.01K	﹤0.01%	548
2025 Q1	$2.75K	Hold	68	–	–	﹤0.01%	648
2024 Q4	$2.71K	Sell	68 -5	-7%	-$209	﹤0.01%	638
2024 Q3	$3.24K	Buy	73 +5	+7%	+$210	﹤0.01%	634
2024 Q2	$2.61K	Hold	68	–	–	﹤0.01%	618
2024 Q1	$2.63K	Sell	68 -8	-11%	-$299	﹤0.01%	642
2023 Q4	$2.79K	Buy	76 +22	+41%	+$796	﹤0.01%	611
2023 Q3	$1.85K	Sell	54 -22	-29%	-$819	﹤0.01%	630
2023 Q2	$2.96K	Buy	76 +22	+41%	+$863	﹤0.01%	594
2023 Q1	$2.17K	Hold	54	–	–	﹤0.01%	579
2022 Q4	$2.27K	Hold	54	–	–	﹤0.01%	523
2022 Q3	$2K	Buy	+54	New	+$2.13K	﹤0.01%	483

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

Abound Wealth Management's FE Position: Q2 2026 in Review

Abound Wealth Management reduced its FirstEnergy (FE) stake by 92% in Q2 2026, selling an estimated $6.17K and leaving 11 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Abound Wealth Management first reported a position in FE in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.15K in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Abound Wealth Management held 11 shares of FirstEnergy worth $523 as of Q2 2026.
Abound Wealth Management sold 130 FirstEnergy shares in Q2 2026, an estimated $6.17K.
FirstEnergy made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #940 holding.
Abound Wealth Management first reported a position in FirstEnergy in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's FirstEnergy position peaked at $7.15K in Q1 2026.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.