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Aventura Private Wealth’s FirstEnergy FE Stock Holding History

Aventura Private 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 		$7.27K Hold
153
– – ﹤0.01% 649
2026
Q1 		$7.75K Buy
153
+50
+49% +$2.42K ﹤0.01% 579
2025
Q4 		$4.61K Buy
103
+5
+5% +$230 ﹤0.01% 611
2025
Q3 		$4.49K Buy
98
+70
+250% +$2.99K ﹤0.01% 597
2025
Q2 		$1.13K Hold
28
– – ﹤0.01% 681
2025
Q1 		$1.13K Hold
28
– – ﹤0.01% 649
2024
Q4 		$1.11K Buy
+28
New +$1.17K ﹤0.01% 625

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

Aventura Private Wealth's FE Position: Q2 2026 in Review

Aventura Private Wealth held its FirstEnergy (FE) position steady in Q2 2026 at 153 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Aventura Private Wealth first reported a position in FE in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.75K in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Aventura Private Wealth held 153 shares of FirstEnergy worth $7.27K as of Q2 2026.
  • Aventura Private Wealth left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #649 holding.
  • Aventura Private Wealth first reported a position in FirstEnergy in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's FirstEnergy position peaked at $7.75K in Q1 2026.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.