AWM
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Aprio Wealth Management’s FirstEnergy FE Stock Holding History

Aprio 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 		$385K Buy
8,102
+26
+0.3% +$1.24K 0.02% 445
2026
Q1 		$409K Buy
8,076
+1,658
+26% +$80.4K 0.02% 415
2025
Q4 		$323K Buy
+6,418
New +$295K 0.02% 425

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

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

Aprio Wealth Management increased its FirstEnergy (FE) stake by 0.32% in Q2 2026, buying an estimated $1.24K and bringing the position to 8,102 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #445.

Aprio Wealth Management first reported a position in FE in Q4 2025 and has held it in 3 quarters since. The position peaked at $409K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Aprio Wealth Management held 8,102 shares of FirstEnergy worth $385K as of Q2 2026.
  • Aprio Wealth Management bought 26 FirstEnergy shares in Q2 2026, an estimated $1.24K.
  • FirstEnergy made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #445 holding.
  • Aprio Wealth Management first reported a position in FirstEnergy in Q4 2025 and has held it in 3 quarters since.
  • Aprio Wealth Management's FirstEnergy position peaked at $409K in Q1 2026.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.