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Avion Wealth’s FirstEnergy FE Stock Holding History

Avion 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 		$9K Buy
202
+55
+37% +$2.61K ﹤0.01% 622
2026
Q1 		$7K Hold
147
– – ﹤0.01% 572
2025
Q4 		$6K Buy
147
+22
+18% +$1.01K ﹤0.01% 616
2025
Q3 		$5K Buy
125
+12
+11% +$512 ﹤0.01% 644
2025
Q2 		$4K Buy
113
+37
+49% +$1.53K ﹤0.01% 661
2025
Q1 		$3K Hold
76
– – ﹤0.01% 633
2024
Q4 		$3K Buy
76
+13
+21% +$544 ﹤0.01% 631
2024
Q3 		$2K Hold
63
– – ﹤0.01% 676
2024
Q2 		$2K Hold
63
– – ﹤0.01% 608
2024
Q1 		$3K Hold
63
– – ﹤0.01% 556
2023
Q4 		$2K Buy
63
+49
+350% +$1.77K ﹤0.01% 563
2023
Q3 		$0 Sell
14
-39
-74% -$1.45K ﹤0.01% 927
2023
Q2 		$1K Buy
53
+41
+342% +$1.61K ﹤0.01% 573
2023
Q1 		$0 Buy
+12
New +$485 ﹤0.01% 604

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

Avion Wealth's FE Position: Q2 2026 in Review

Avion Wealth increased its FirstEnergy (FE) stake by 37% in Q2 2026, buying an estimated $2.61K and bringing the position to 202 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Avion Wealth first reported a position in FE in Q1 2023 and has held it in 14 quarters since. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Avion Wealth held 202 shares of FirstEnergy worth $9K as of Q2 2026.
  • Avion Wealth bought 55 FirstEnergy shares in Q2 2026, an estimated $2.61K.
  • FirstEnergy made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #622 holding.
  • Avion Wealth first reported a position in FirstEnergy in Q1 2023 and has held it in 14 quarters since.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.