Basecamp Wealth Advisors’s FirstEnergy FE Stock Holding History

Basecamp Wealth Advisors’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 Q1	–	Sell	-881	Closed	-$39.4K	–	2079
2025 Q4	$39.4K	Buy	+881	New	+$40.5K	0.01%	591

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Basecamp Wealth Advisors's FE Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 881 shares — an estimated $39.4K sold.

Basecamp Wealth Advisors first reported a position in FE in Q4 2025 and held it in 1 quarter. The position peaked at $39.4K in Q4 2025. 927 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Basecamp Wealth Advisors reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
Basecamp Wealth Advisors sold 881 FirstEnergy shares in Q1 2026, an estimated $39.4K.
Basecamp Wealth Advisors first reported a position in FirstEnergy in Q4 2025 and held it in 1 quarter.
Basecamp Wealth Advisors's FirstEnergy position peaked at $39.4K in Q4 2025.
927 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.