Axxcess Wealth Management’s FirstEnergy FE Stock Holding History

Axxcess Wealth Management’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	$279K	Buy	+5,874	New	+$279K	﹤0.01%	879
2026 Q1	–	Sell	-5,857	Closed	-$262K	–	603
2025 Q4	$262K	Buy	5,857 +9	+0.2%	+$413	﹤0.01%	893
2025 Q3	$268K	Sell	5,848 -421	-7%	-$18K	0.01%	792
2025 Q2	$252K	Sell	6,269 -76	-1%	-$3.14K	0.01%	768
2025 Q1	$256K	Buy	6,345 +10	+0.2%	+$398	0.01%	733
2024 Q4	$252K	Buy	6,335 +9	+0.1%	+$376	0.01%	726
2024 Q3	$281K	Buy	6,326 +9	+0.1%	+$379	0.01%	708
2024 Q2	$242K	Sell	6,317 -1,091	-15%	-$42.3K	0.01%	726
2024 Q1	$286K	Sell	7,408 -212	-3%	-$7.93K	0.01%	681
2023 Q4	$279K	Buy	+7,620	New	+$276K	0.01%	666

Other funds holding FE

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

Axxcess Wealth Management's FE Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in FirstEnergy (FE) in Q2 2026: 5,874 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in FE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in FE in Q4 2023 and has held it in 10 quarters since. The position peaked at $286K in Q1 2024. 465 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Axxcess Wealth Management held 5,874 shares of FirstEnergy worth $279K as of Q2 2026.
FirstEnergy was a new Axxcess Wealth Management position in Q2 2026.
FirstEnergy made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #879 holding.
Axxcess Wealth Management first reported a position in FirstEnergy in Q4 2023 and has held it in 10 quarters since.
Axxcess Wealth Management's FirstEnergy position peaked at $286K in Q1 2024.
465 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.