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Cassaday & Co Wealth Management’s FirstEnergy FE Stock Holding History

Cassaday & Co 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 		– Sell
-964
Closed -$48.8K – 1349
2026
Q1 		$48.8K Buy
+964
New +$46.8K ﹤0.01% 615

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

Cassaday & Co Wealth Management's FE Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 964 shares — an estimated $48.8K sold.

Cassaday & Co Wealth Management first reported a position in FE in Q1 2026 and held it in 1 quarter. The position peaked at $48.8K in Q1 2026. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 964 FirstEnergy shares in Q2 2026, an estimated $48.8K.
  • Cassaday & Co Wealth Management first reported a position in FirstEnergy in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's FirstEnergy position peaked at $48.8K in Q1 2026.
  • 922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.