Addison Advisors’s FirstEnergy FE Stock Holding History

Addison 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 Q1	$7.35K	Hold	145	–	–	﹤0.01%	690
2025 Q4	$6.49K	Hold	145	–	–	﹤0.01%	673
2025 Q3	$6.64K	Hold	145	–	–	﹤0.01%	676
2025 Q2	$5.84K	Hold	145	–	–	﹤0.01%	690
2025 Q1	$5.86K	Hold	145	–	–	﹤0.01%	650
2024 Q4	$5.77K	Sell	145 -109	-43%	-$4.56K	﹤0.01%	649
2024 Q3	$11.3K	Buy	+254	New	+$10.7K	﹤0.01%	578
2023 Q3	–	Sell	-224	Closed	-$8.71K	–	686
2023 Q2	$8.71K	Buy	+224	New	+$8.79K	﹤0.01%	489
2022 Q1	–	Sell	-219	Closed	-$9K	–	732
2021 Q4	$9K	Hold	219	–	–	0.01%	410
2021 Q3	$8K	Hold	219	–	–	0.01%	317
2021 Q2	$8K	Buy	+219	New	+$8.14K	0.01%	313

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Addison Advisors's FE Position: Q1 2026 in Review

Addison Advisors held its FirstEnergy (FE) position steady in Q1 2026 at 145 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Addison Advisors first reported a position in FE in Q2 2021 and has held it in 11 quarters since. The position peaked at $11.3K in Q3 2024. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Addison Advisors held 145 shares of FirstEnergy worth $7.35K as of Q1 2026.
Addison Advisors left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #690 holding.
Addison Advisors first reported a position in FirstEnergy in Q2 2021 and has held it in 11 quarters since.
Addison Advisors's FirstEnergy position peaked at $11.3K in Q3 2024.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.