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Atlantic Family Wealth’s FirstEnergy FE Stock Holding History

Atlantic Family Wealth’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 		$391K Buy
8,229
+1,561
+23% +$74.1K 0.25% 29
2026
Q1 		$338K Buy
6,668
+1,025
+18% +$49.7K 0.24% 36
2025
Q4 		$253K Buy
5,643
+722
+15% +$33.2K 0.19% 42
2025
Q3 		$225K Buy
+4,921
New +$210K 0.17% 51

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

Atlantic Family Wealth's FE Position: Q2 2026 in Review

Atlantic Family Wealth increased its FirstEnergy (FE) stake by 23% in Q2 2026, buying an estimated $74.1K and bringing the position to 8,229 shares worth $391K. The position accounts for 0.25% of the portfolio, ranked #29.

Atlantic Family Wealth first reported a position in FE in Q3 2025 and has held it in 4 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Atlantic Family Wealth held 8,229 shares of FirstEnergy worth $391K as of Q2 2026.
  • Atlantic Family Wealth bought 1,561 FirstEnergy shares in Q2 2026, an estimated $74.1K.
  • FirstEnergy made up 0.25% of Atlantic Family Wealth's portfolio in Q2 2026, its #29 holding.
  • Atlantic Family Wealth first reported a position in FirstEnergy in Q3 2025 and has held it in 4 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.