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Bell Investment Advisors’s FirstEnergy FE Stock Holding History

Bell Investment Advisors’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 		$4.23K Buy
89
+11
+14% +$522 ﹤0.01% 1049
2026
Q1 		$3.95K Hold
78
– – ﹤0.01% 1068
2025
Q4 		$3.49K Hold
78
– – ﹤0.01% 1133
2025
Q3 		$3.57K Sell
78
-22
-22% -$939 ﹤0.01% 1082
2025
Q2 		$4.03K Buy
100
+21
+27% +$866 ﹤0.01% 1083
2025
Q1 		$3.19K Buy
79
+12
+18% +$478 ﹤0.01% 1116
2024
Q4 		$2.67K Buy
67
+13
+24% +$544 ﹤0.01% 1216
2024
Q3 		$2.4K Sell
54
-13
-19% -$547 ﹤0.01% 1273
2024
Q2 		$2.56K Buy
67
+13
+24% +$504 ﹤0.01% 1249
2024
Q1 		$2.09K Hold
54
– – ﹤0.01% 1342
2023
Q4 		$1.98K Buy
54
+14
+35% +$507 ﹤0.01% 1332
2023
Q3 		$1.37K Sell
40
-26
-39% -$967 ﹤0.01% 1453
2023
Q2 		$2.57K Buy
66
+13
+25% +$510 ﹤0.01% 1163
2023
Q1 		$2.12K Buy
53
+1
+2% +$40 ﹤0.01% 1237
2022
Q4 		$2.18K Sell
52
-39
-43% -$1.52K ﹤0.01% 1242
2022
Q3 		$3K Buy
91
+25
+38% +$988 ﹤0.01% 903
2022
Q2 		$3K Buy
+66
New +$2.82K ﹤0.01% 934
2021
Q4 		$2K Hold
40
– – ﹤0.01% 1135
2021
Q3 		$1K Buy
+40
New +$1.52K ﹤0.01% 1373

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

Bell Investment Advisors's FE Position: Q2 2026 in Review

Bell Investment Advisors increased its FirstEnergy (FE) stake by 14% in Q2 2026, buying an estimated $522 and bringing the position to 89 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Bell Investment Advisors first reported a position in FE in Q3 2021 and has held it in 19 quarters since. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Bell Investment Advisors held 89 shares of FirstEnergy worth $4.23K as of Q2 2026.
  • Bell Investment Advisors bought 11 FirstEnergy shares in Q2 2026, an estimated $522.
  • FirstEnergy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1049 holding.
  • Bell Investment Advisors first reported a position in FirstEnergy in Q3 2021 and has held it in 19 quarters since.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.