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Bay Harbor Wealth Management’s FirstEnergy FE Stock Holding History

Bay Harbor 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 		$3.95K Buy
83
+12
+17% +$570 ﹤0.01% 476
2026
Q1 		$3.6K Buy
71
+18
+34% +$873 ﹤0.01% 409
2025
Q4 		$2.37K Buy
53
+22
+71% +$1.01K ﹤0.01% 440
2025
Q3 		$1.42K Buy
31
+5
+19% +$213 ﹤0.01% 436
2025
Q2 		$1.05K Buy
26
+18
+225% +$743 ﹤0.01% 443
2025
Q1 		$323 Buy
+8
New +$319 ﹤0.01% 530

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

Bay Harbor Wealth Management's FE Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its FirstEnergy (FE) stake by 17% in Q2 2026, buying an estimated $570 and bringing the position to 83 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Bay Harbor Wealth Management first reported a position in FE in Q1 2025 and has held it in 6 quarters since. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Bay Harbor Wealth Management held 83 shares of FirstEnergy worth $3.95K as of Q2 2026.
  • Bay Harbor Wealth Management bought 12 FirstEnergy shares in Q2 2026, an estimated $570.
  • FirstEnergy made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #476 holding.
  • Bay Harbor Wealth Management first reported a position in FirstEnergy in Q1 2025 and has held it in 6 quarters since.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

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