Balanced Wealth Group’s FirstEnergy FE Stock Holding History

Balanced Wealth Group’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	$1.23M	Buy	25,873 +210	+0.8%	+$9.97K	0.39%	32
2026 Q1	$1.3M	Sell	25,663 -2,598	-9%	-$126K	0.47%	25
2025 Q4	$1.3M	Buy	28,261 +271	+1%	+$12.4K	0.48%	25
2025 Q3	$1.13M	Hold	27,990	–	–	0.5%	25
2025 Q2	$1.2M	Sell	27,990 -88	-0.3%	-$3.63K	0.52%	25
2025 Q1	$1.13M	Buy	28,078 +1,087	+4%	+$43.3K	0.55%	25
2024 Q4	$1.07M	Buy	26,991 +250	+0.9%	+$10.5K	0.48%	26
2024 Q3	$1.19M	Buy	26,741 +241	+0.9%	+$10.1K	0.52%	25
2024 Q2	$1.02M	Buy	26,500 +264	+1%	+$10.2K	0.46%	27
2024 Q1	$1.05M	Buy	26,236 +4,775	+22%	+$179K	0.47%	28
2023 Q4	$787K	Buy	+21,461	New	+$777K	0.41%	33

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Balanced Wealth Group's FE Position: Q2 2026 in Review

Balanced Wealth Group increased its FirstEnergy (FE) stake by 0.82% in Q2 2026, buying an estimated $9.97K and bringing the position to 25,873 shares worth $1.23M. The position accounts for 0.39% of the portfolio, ranked #32.

Balanced Wealth Group first reported a position in FE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Balanced Wealth Group held 25,873 shares of FirstEnergy worth $1.23M as of Q2 2026.
Balanced Wealth Group bought 210 FirstEnergy shares in Q2 2026, an estimated $9.97K.
FirstEnergy made up 0.39% of Balanced Wealth Group's portfolio in Q2 2026, its #32 holding.
Balanced Wealth Group first reported a position in FirstEnergy in Q4 2023 and has held it in 11 quarters since.
Balanced Wealth Group's FirstEnergy position peaked at $1.3M in Q1 2026.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.