AWM
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Activest Wealth Management’s FirstEnergy FE Stock Holding History

Activest 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 		$1.62K Sell
34
-9
-21% -$427 ﹤0.01% 886
2026
Q1 		$2.18K Buy
43
+11
+34% +$534 ﹤0.01% 942
2025
Q4 		$1.43K Buy
32
+6
+23% +$276 ﹤0.01% 920
2025
Q3 		$1.19K Buy
26
+4
+18% +$171 ﹤0.01% 852
2025
Q2 		$886 Buy
22
+1
+5% +$41 ﹤0.01% 785
2025
Q1 		$849 Buy
21
+15
+250% +$597 ﹤0.01% 789
2024
Q4 		$239 Buy
+6
New +$251 ﹤0.01% 619

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Activest Wealth Management reduced its FirstEnergy (FE) stake by 21% in Q2 2026, selling an estimated $427 and leaving 34 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Activest Wealth Management first reported a position in FE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.18K in Q1 2026. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Activest Wealth Management held 34 shares of FirstEnergy worth $1.62K as of Q2 2026.
  • Activest Wealth Management sold 9 FirstEnergy shares in Q2 2026, an estimated $427.
  • FirstEnergy made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #886 holding.
  • Activest Wealth Management first reported a position in FirstEnergy in Q4 2024 and has held it in 7 quarters since.
  • Activest Wealth Management's FirstEnergy position peaked at $2.18K in Q1 2026.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

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