BIAS
FE icon

Beacon Investment Advisory Services’s FirstEnergy FE Stock Holding History

Beacon Investment Advisory Services’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 		$14.7K Hold
310
– – ﹤0.01% 587
2026
Q1 		$15.7K Buy
+310
New +$15K ﹤0.01% 585

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 Investment Advisory Services's FE Position: Q2 2026 in Review

Beacon Investment Advisory Services held its FirstEnergy (FE) position steady in Q2 2026 at 310 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Beacon Investment Advisory Services first reported a position in FE in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.7K in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Beacon Investment Advisory Services held 310 shares of FirstEnergy worth $14.7K as of Q2 2026.
  • Beacon Investment Advisory Services left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #587 holding.
  • Beacon Investment Advisory Services first reported a position in FirstEnergy in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's FirstEnergy position peaked at $15.7K in Q1 2026.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.