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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
Q2 		$1.37M Buy
28,722
+2,264
+9% +$108K 0.27% 87
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 $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

Beacon Financial Advisory's FE Position: Q2 2026 in Review

Beacon Financial Advisory increased its FirstEnergy (FE) stake by 8.6% in Q2 2026, buying an estimated $108K and bringing the position to 28,722 shares worth $1.37M. The position accounts for 0.27% of the portfolio, ranked #87.

Beacon Financial Advisory first reported a position in FE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.53M in Q3 2025. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Beacon Financial Advisory held 28,722 shares of FirstEnergy worth $1.37M as of Q2 2026.
  • Beacon Financial Advisory bought 2,264 FirstEnergy shares in Q2 2026, an estimated $108K.
  • FirstEnergy made up 0.27% of Beacon Financial Advisory's portfolio in Q2 2026, its #87 holding.
  • Beacon Financial Advisory first reported a position in FirstEnergy in Q4 2021 and has held it in 18 quarters since.
  • Beacon Financial Advisory's FirstEnergy position peaked at $1.53M in Q3 2025.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.