BOK Financial Private Wealth’s FirstEnergy FE Stock Holding History

BOK Financial Private Wealth’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	$1.43K	Buy	+30	New	+$1.43K	﹤0.01%	657
2025 Q2	–	Sell	-716	Closed	-$28.9K	–	445
2025 Q1	$28.9K	Buy	716 +660	+1,179%	+$26.3K	﹤0.01%	311
2024 Q4	$2.23K	Sell	56 -58	-51%	-$2.42K	﹤0.01%	439
2024 Q3	$5.06K	Sell	114 -956	-89%	-$40.2K	﹤0.01%	435
2024 Q2	$40.9K	Buy	1,070 +956	+839%	+$37.1K	﹤0.01%	280
2024 Q1	$4.4K	Sell	114 -954	-89%	-$35.7K	﹤0.01%	406
2023 Q4	$39.2K	Buy	1,068 +114	+12%	+$4.13K	﹤0.01%	269
2023 Q3	$32.6K	Hold	954	–	–	﹤0.01%	269
2023 Q2	$37.1K	Buy	954 +133	+16%	+$5.22K	﹤0.01%	247
2023 Q1	$32.9K	Hold	821	–	–	﹤0.01%	277
2022 Q4	$34.4K	Hold	821	–	–	﹤0.01%	259
2022 Q3	$30K	Hold	821	–	–	﹤0.01%	276
2022 Q2	$32K	Buy	+821	New	+$35K	﹤0.01%	280

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $39B AUM 18.55% 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

BOK Financial Private Wealth's FE Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in FirstEnergy (FE) in Q2 2026: 30 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #657 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in FE as recently as Q1 2025.

BOK Financial Private Wealth first reported a position in FE in Q2 2022 and has held it in 13 quarters since. The position peaked at $40.9K in Q2 2024. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

BOK Financial Private Wealth held 30 shares of FirstEnergy worth $1.43K as of Q2 2026.
FirstEnergy was a new BOK Financial Private Wealth position in Q2 2026.
FirstEnergy made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #657 holding.
BOK Financial Private Wealth first reported a position in FirstEnergy in Q2 2022 and has held it in 13 quarters since.
BOK Financial Private Wealth's FirstEnergy position peaked at $40.9K in Q2 2024.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.