Bogart Wealth LLC’s FirstEnergy FE Stock Holding History

Bogart Wealth LLC’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	$9.46K	Buy	199 +69	+53%	+$3.28K	﹤0.01%	1018
2026 Q1	$6.59K	Buy	130 +17	+15%	+$825	﹤0.01%	994
2025 Q4	$5.06K	Hold	113	–	–	﹤0.01%	996
2025 Q3	$5.18K	Sell	113 -318	-74%	-$13.6K	﹤0.01%	974
2025 Q2	$17.4K	Buy	431 +334	+344%	+$13.8K	﹤0.01%	667
2025 Q1	$3.92K	Sell	97 -132	-58%	-$5.26K	﹤0.01%	946
2024 Q4	$9.11K	Buy	+229	New	+$9.57K	﹤0.01%	764
2019 Q3	–	Sell	-79	Closed	-$3K	–	364
2019 Q2	$3K	Hold	79	–	–	﹤0.01%	300
2019 Q1	$3K	Hold	79	–	–	﹤0.01%	299
2018 Q4	$2K	Hold	79	–	–	﹤0.01%	312
2018 Q3	$3K	Sell	79 -54	-41%	-$1.97K	﹤0.01%	287
2018 Q2	$4K	Buy	+133	New	+$4.56K	﹤0.01%	290

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bogart Wealth LLC's FE Position: Q2 2026 in Review

Bogart Wealth LLC increased its FirstEnergy (FE) stake by 53% in Q2 2026, buying an estimated $3.28K and bringing the position to 199 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Bogart Wealth LLC first reported a position in FE in Q2 2018 and has held it in 12 quarters since. The position peaked at $17.4K in Q2 2025. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Bogart Wealth LLC held 199 shares of FirstEnergy worth $9.46K as of Q2 2026.
Bogart Wealth LLC bought 69 FirstEnergy shares in Q2 2026, an estimated $3.28K.
FirstEnergy made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1018 holding.
Bogart Wealth LLC first reported a position in FirstEnergy in Q2 2018 and has held it in 12 quarters since.
Bogart Wealth LLC's FirstEnergy position peaked at $17.4K in Q2 2025.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.