Arax Advisory Partners’s FirstEnergy FE Stock Holding History

Arax Advisory Partners’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	$1.04M	Buy	21,838 +14,405	+194%	+$684K	0.01%	1197
2026 Q1	$377K	Sell	7,433 -9,346	-56%	-$453K	0.01%	754
2025 Q4	$751K	Sell	16,779 -19,089	-53%	-$877K	0.02%	458
2025 Q3	$1.64M	Buy	35,868 +31,668	+754%	+$1.35M	0.02%	514
2025 Q2	$243K	Buy	4,200 +1,283	+44%	+$52.9K	0.01%	589
2025 Q1	$118K	Sell	2,917 -5,746	-66%	-$229K	0.01%	671
2024 Q4	$345K	Buy	8,663 +7,342	+556%	+$307K	0.02%	376
2024 Q3	$58.6K	Buy	1,321 +62	+5%	+$2.61K	0.01%	658
2024 Q2	$48.2K	Buy	1,259 +731	+138%	+$28.4K	﹤0.01%	674
2024 Q1	$20.4K	Buy	+528	New	+$19.8K	﹤0.01%	666
2023 Q4	–	Sell	-44	Closed	-$1.49K	–	1367
2023 Q3	$1.49K	Sell	44 -77	-64%	-$2.87K	﹤0.01%	1058
2023 Q2	$4.69K	Sell	121 -16	-12%	-$628	﹤0.01%	878
2023 Q1	$5.49K	Hold	137	–	–	﹤0.01%	821
2022 Q4	$5.73K	Buy	137 +96	+234%	+$3.75K	﹤0.01%	758
2022 Q3	$2K	Buy	41 +11	+37%	+$435	﹤0.01%	955
2022 Q2	$1K	Buy	+30	New	+$1.28K	﹤0.01%	1041

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

Arax Advisory Partners's FE Position: Q2 2026 in Review

Arax Advisory Partners increased its FirstEnergy (FE) stake by 194% in Q2 2026, buying an estimated $684K and bringing the position to 21,838 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1197.

Arax Advisory Partners first reported a position in FE in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.64M in Q3 2025. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Arax Advisory Partners held 21,838 shares of FirstEnergy worth $1.04M as of Q2 2026.
Arax Advisory Partners bought 14,405 FirstEnergy shares in Q2 2026, an estimated $684K.
FirstEnergy made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1197 holding.
Arax Advisory Partners first reported a position in FirstEnergy in Q2 2022 and has held it in 16 quarters since.
Arax Advisory Partners's FirstEnergy position peaked at $1.64M in Q3 2025.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.