AIA
FE icon

AssuredPartners Investment Advisors’s FirstEnergy FE Stock Holding History

AssuredPartners Investment 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
Q2 		$372K Sell
7,817
-353
-4% -$16.8K 0.04% 304
2026
Q1 		$417K Sell
8,170
-773
-9% -$37.5K 0.05% 284
2025
Q4 		$400K Buy
+8,943
New +$411K 0.06% 239
2025
Q2 		– Sell
-10,493
Closed -$424K – 279
2025
Q1 		$424K Buy
10,493
+84
+0.8% +$3.35K 0.08% 219
2024
Q4 		$414K Buy
+10,409
New +$435K 0.08% 219

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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

AssuredPartners Investment Advisors's FE Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its FirstEnergy (FE) stake by 4.3% in Q2 2026, selling an estimated $16.8K and leaving 7,817 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #304.

AssuredPartners Investment Advisors first reported a position in FE in Q4 2024 and has held it in 5 quarters since. The position peaked at $424K in Q1 2025. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • AssuredPartners Investment Advisors held 7,817 shares of FirstEnergy worth $372K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 353 FirstEnergy shares in Q2 2026, an estimated $16.8K.
  • FirstEnergy made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #304 holding.
  • AssuredPartners Investment Advisors first reported a position in FirstEnergy in Q4 2024 and has held it in 5 quarters since.
  • AssuredPartners Investment Advisors's FirstEnergy position peaked at $424K in Q1 2025.
  • 931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.