Bruce G. Allen Investments’s FirstEnergy FE Stock Holding History

Bruce G. Allen Investments’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	$10.6K	Sell	222 -36	-14%	-$1.71K	0.01%	479
2026 Q1	$13.1K	Hold	258	–	–	0.01%	453
2025 Q4	$11.6K	Hold	258	–	–	0.01%	459
2025 Q3	$11.8K	Hold	258	–	–	0.01%	458
2025 Q2	$10.4K	Sell	258 -2	-0.8%	-$83	0.01%	473
2025 Q1	$10.5K	Sell	260 -18	-6%	-$717	0.01%	455
2024 Q4	$11.1K	Sell	278 -3	-1%	-$125	0.01%	458
2024 Q3	$12.5K	Buy	281 +36	+15%	+$1.51K	0.01%	453
2024 Q2	$9.38K	Buy	245 +2	+0.8%	+$78	0.01%	471
2024 Q1	$9.38K	Buy	243 +12	+5%	+$449	0.01%	482
2023 Q4	$8.47K	Buy	+231	New	+$8.36K	0.01%	514

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

Bruce G. Allen Investments's FE Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its FirstEnergy (FE) stake by 14% in Q2 2026, selling an estimated $1.71K and leaving 222 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #479.

Bruce G. Allen Investments first reported a position in FE in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.1K in Q1 2026. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Bruce G. Allen Investments held 222 shares of FirstEnergy worth $10.6K as of Q2 2026.
Bruce G. Allen Investments sold 36 FirstEnergy shares in Q2 2026, an estimated $1.71K.
FirstEnergy made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #479 holding.
Bruce G. Allen Investments first reported a position in FirstEnergy in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's FirstEnergy position peaked at $13.1K in Q1 2026.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.