Allegheny Financial Group’s FirstEnergy FE Stock Holding History

Allegheny Financial Group’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	$285K	Buy	5,987 +7	+0.1%	+$332	0.03%	241
2026 Q1	$303K	Buy	5,980 +6	+0.1%	+$291	0.04%	210
2025 Q4	$267K	Buy	5,974 +7	+0.1%	+$321	0.04%	219
2025 Q3	$273K	Buy	5,967 +65	+1%	+$2.77K	0.05%	210
2025 Q2	$238K	Sell	5,902 -60	-1%	-$2.48K	0.05%	217
2025 Q1	$241K	Buy	5,962 +10	+0.2%	+$398	0.06%	194
2024 Q4	$237K	Buy	5,952 +7	+0.1%	+$293	0.06%	199
2024 Q3	$264K	Buy	+5,945	New	+$250K	0.07%	205

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $39B AUM 18.55% 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

Allegheny Financial Group's FE Position: Q2 2026 in Review

Allegheny Financial Group increased its FirstEnergy (FE) stake by 0.12% in Q2 2026, buying an estimated $332 and bringing the position to 5,987 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #241.

Allegheny Financial Group first reported a position in FE in Q3 2024 and has held it in 8 quarters since. The position peaked at $303K in Q1 2026. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Allegheny Financial Group held 5,987 shares of FirstEnergy worth $285K as of Q2 2026.
Allegheny Financial Group bought 7 FirstEnergy shares in Q2 2026, an estimated $332.
FirstEnergy made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #241 holding.
Allegheny Financial Group first reported a position in FirstEnergy in Q3 2024 and has held it in 8 quarters since.
Allegheny Financial Group's FirstEnergy position peaked at $303K in Q1 2026.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.