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Clearstead Advisors’s FirstEnergy FE Stock Holding History

Clearstead Advisors’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 		$285K Buy
6,005
+3,349
+126% +$159K ﹤0.01% 939
2026
Q1 		$135K Sell
2,656
-1,941
-42% -$94.1K ﹤0.01% 1073
2025
Q4 		$206K Buy
4,597
+714
+18% +$32.8K ﹤0.01% 932
2025
Q3 		$178K Sell
3,883
-117
-3% -$5K ﹤0.01% 905
2025
Q2 		$161K Buy
4,000
+1,143
+40% +$47.2K ﹤0.01% 936
2025
Q1 		$115K Buy
2,857
+341
+14% +$13.6K ﹤0.01% 954
2024
Q4 		$100K Buy
2,516
+110
+5% +$4.6K ﹤0.01% 1031
2024
Q3 		$107K Sell
2,406
-952
-28% -$40.1K ﹤0.01% 1014
2024
Q2 		$129K Buy
3,358
+1,365
+68% +$52.9K ﹤0.01% 945
2024
Q1 		$79.1K Buy
1,993
+8
+0.4% +$299 ﹤0.01% 650
2023
Q4 		$72.8K Sell
1,985
-1,394
-41% -$50.5K ﹤0.01% 658
2023
Q3 		$115K Buy
3,379
+1,401
+71% +$52.1K 0.01% 529
2023
Q2 		$76.9K Buy
1,978
+16
+0.8% +$628 ﹤0.01% 630
2023
Q1 		$78.6K Hold
1,962
– – 0.01% 559
2022
Q4 		$82.3K Sell
1,962
-90
-4% -$3.52K 0.01% 537
2022
Q3 		$76K Buy
2,052
+184
+10% +$7.27K 0.01% 522
2022
Q2 		$72K Buy
1,868
+44
+2% +$1.88K 0.01% 548
2022
Q1 		$84K Buy
1,824
+1,084
+146% +$45.9K 0.01% 579
2021
Q4 		$31K Sell
740
-138
-16% -$5.32K ﹤0.01% 732
2021
Q3 		$31K Buy
878
+86
+11% +$3.26K ﹤0.01% 695
2021
Q2 		$29K Sell
792
-82
-9% -$3.05K ﹤0.01% 642
2021
Q1 		$30K Buy
874
+134
+18% +$4.38K ﹤0.01% 608
2020
Q4 		$23K Hold
740
– – ﹤0.01% 607
2020
Q3 		$21K Sell
740
-1,200
-62% -$37.6K ﹤0.01% 577
2020
Q2 		$75K Hold
1,940
– – 0.01% 385
2020
Q1 		$78K Buy
+1,940
New +$90.2K 0.01% 358

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

Clearstead Advisors's FE Position: Q2 2026 in Review

Clearstead Advisors increased its FirstEnergy (FE) stake by 126% in Q2 2026, buying an estimated $159K and bringing the position to 6,005 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Clearstead Advisors first reported a position in FE in Q1 2020 and has held it in 26 quarters since. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Clearstead Advisors held 6,005 shares of FirstEnergy worth $285K as of Q2 2026.
  • Clearstead Advisors bought 3,349 FirstEnergy shares in Q2 2026, an estimated $159K.
  • FirstEnergy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #939 holding.
  • Clearstead Advisors first reported a position in FirstEnergy in Q1 2020 and has held it in 26 quarters since.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.