Beacon Financial Advisory
FE icon

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
Q3 		$1.25M Buy
28,957
+235
+0.8% +$11K 0.24% 100
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Beacon Financial Advisory's FE Position: Q3 2026 in Review

Beacon Financial Advisory increased its FirstEnergy (FE) stake by 0.82% in Q3 2026, buying an estimated $11K and bringing the position to 28,957 shares worth $1.25M. The position accounts for 0.24% of the portfolio, ranked #100.

Beacon Financial Advisory first reported a position in FE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.53M in Q3 2025. 509 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Beacon Financial Advisory held 28,957 shares of FirstEnergy worth $1.25M as of Q3 2026.
  • Beacon Financial Advisory bought 235 FirstEnergy shares in Q3 2026, an estimated $11K.
  • FirstEnergy made up 0.24% of Beacon Financial Advisory's portfolio in Q3 2026, its #100 holding.
  • Beacon Financial Advisory first reported a position in FirstEnergy in Q4 2021 and has held it in 19 quarters since.
  • Beacon Financial Advisory's FirstEnergy position peaked at $1.53M in Q3 2025.
  • 509 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.