Boyd Watterson Asset Management’s FirstEnergy FE Stock Holding History

Boyd Watterson Asset 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	$17K	Hold	357	–	–	﹤0.01%	254
2026 Q1	$18.1K	Hold	357	–	–	0.01%	248
2025 Q4	$16K	Hold	357	–	–	﹤0.01%	259
2025 Q3	$16.4K	Hold	357	–	–	﹤0.01%	256
2025 Q2	$14.4K	Hold	357	–	–	﹤0.01%	270
2025 Q1	$14.4K	Hold	357	–	–	﹤0.01%	277
2024 Q4	$14.2K	Hold	357	–	–	﹤0.01%	284
2024 Q3	$15.8K	Hold	357	–	–	﹤0.01%	280
2024 Q2	$13.7K	Hold	357	–	–	﹤0.01%	286
2024 Q1	$13.8K	Hold	357	–	–	﹤0.01%	285
2023 Q4	$13.1K	Hold	357	–	–	0.01%	289
2023 Q3	$12.2K	Hold	357	–	–	0.01%	288
2023 Q2	$13.9K	Hold	357	–	–	0.01%	285
2023 Q1	$14.3K	Hold	357	–	–	0.01%	286
2022 Q4	$15K	Buy	+357	New	+$14K	0.01%	283

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

Boyd Watterson Asset Management's FE Position: Q2 2026 in Review

Boyd Watterson Asset Management held its FirstEnergy (FE) position steady in Q2 2026 at 357 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Boyd Watterson Asset Management first reported a position in FE in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.1K in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Boyd Watterson Asset Management held 357 shares of FirstEnergy worth $17K as of Q2 2026.
Boyd Watterson Asset Management left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #254 holding.
Boyd Watterson Asset Management first reported a position in FirstEnergy in Q4 2022 and has held it in 15 quarters since.
Boyd Watterson Asset Management's FirstEnergy position peaked at $18.1K in Q1 2026.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.