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Bernard Wealth Management’s FirstEnergy FE Stock Holding History

Bernard Wealth Management’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 		$39.4K Hold
828
– – 0.01% 149
2026
Q1 		$41.9K Hold
828
– – 0.02% 139
2025
Q4 		$37.1K Hold
828
– – 0.02% 144
2025
Q3 		$37.9K Hold
828
– – 0.02% 140
2025
Q2 		$33.3K Hold
828
– – 0.02% 146
2025
Q1 		$33.5K Hold
828
– – 0.02% 150
2024
Q4 		$32.9K Buy
+828
New +$34.6K 0.02% 148

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

Bernard Wealth Management's FE Position: Q2 2026 in Review

Bernard Wealth Management held its FirstEnergy (FE) position steady in Q2 2026 at 828 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #149.

Bernard Wealth Management first reported a position in FE in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.9K in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Bernard Wealth Management held 828 shares of FirstEnergy worth $39.4K as of Q2 2026.
  • Bernard Wealth Management left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #149 holding.
  • Bernard Wealth Management first reported a position in FirstEnergy in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's FirstEnergy position peaked at $41.9K in Q1 2026.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.