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Beacon Financial Advisory’s FirstEnergy FE Stock Holding History

Beacon Financial Advisory’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 		$1.34M Buy
26,458
+35
+0.1% +$1.7K 0.3% 78
2025
Q4 		$1.18M Sell
26,423
-6,923
-21% -$318K 0.27% 86
2025
Q3 		$1.53M Buy
33,346
+36
+0.1% +$1.54K 0.35% 64
2025
Q2 		$1.34M Buy
33,310
+26,971
+425% +$1.11M 0.35% 70
2025
Q1 		$256K Sell
6,339
-144
-2% -$5.73K 0.08% 272
2024
Q4 		$258K Buy
6,483
+30
+0.5% +$1.25K 0.08% 252
2024
Q3 		$286K Buy
6,453
+45
+0.7% +$1.89K 0.1% 222
2024
Q2 		$245K Buy
6,408
+135
+2% +$5.24K 0.09% 239
2024
Q1 		$242K Buy
6,273
+34
+0.5% +$1.27K 0.12% 212
2023
Q4 		$229K Sell
6,239
-23
-0.4% -$833 0.11% 222
2023
Q3 		$214K Buy
6,262
+9
+0.1% +$335 0.12% 204
2023
Q2 		$243K Buy
6,253
+79
+1% +$3.1K 0.14% 188
2023
Q1 		$247K Buy
6,174
+4
+0.1% +$162 0.16% 173
2022
Q4 		$259K Buy
+6,170
New +$241K 0.19% 154
2022
Q3 		– Sell
-9,153
Closed -$351K – 199
2022
Q2 		$351K Buy
9,153
+6
+0.1% +$256 0.2% 146
2022
Q1 		$419K Buy
9,147
+5
+0.1% +$211 0.2% 140
2021
Q4 		$380K Buy
+9,142
New +$352K 0.18% 153

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Financial Advisory's FE Position: Q1 2026 in Review

Beacon Financial Advisory increased its FirstEnergy (FE) stake by 0.13% in Q1 2026, buying an estimated $1.7K and bringing the position to 26,458 shares worth $1.34M. The position accounts for 0.3% of the portfolio, ranked #78.

Beacon Financial Advisory first reported a position in FE in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.53M in Q3 2025. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Beacon Financial Advisory held 26,458 shares of FirstEnergy worth $1.34M as of Q1 2026.
  • Beacon Financial Advisory bought 35 FirstEnergy shares in Q1 2026, an estimated $1.7K.
  • FirstEnergy made up 0.3% of Beacon Financial Advisory's portfolio in Q1 2026, its #78 holding.
  • Beacon Financial Advisory first reported a position in FirstEnergy in Q4 2021 and has held it in 17 quarters since.
  • Beacon Financial Advisory's FirstEnergy position peaked at $1.53M in Q3 2025.
  • 924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.