Coppell Advisory Solutions’s FirstEnergy FE Stock Holding History

Coppell Advisory Solutions’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	$440K	Buy	+14	New	+$665	0.04%	315
2024 Q4	–	Sell	-16	Closed	-$705	–	2020
2024 Q3	$705	Buy	+16	New	+$673	﹤0.01%	1620
2023 Q4	$1.36K	Sell	37 -1,868	-98%	-$67.6K	﹤0.01%	1364
2023 Q3	$79.9K	Buy	+1,905	New	+$70.9K	0.03%	234
2023 Q1	–	Sell	-1,905	Closed	-$79.9K	–	500
2022 Q4	$79.9K	Buy	+1,905	New	+$74.5K	0.03%	238

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

Coppell Advisory Solutions's FE Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in FirstEnergy (FE) in Q2 2026: 14 shares worth $440K. The stake represents 0.04% of the portfolio and ranks #315 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in FE as recently as Q3 2024.

Coppell Advisory Solutions first reported a position in FE in Q4 2022 and has held it in 5 quarters since. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Coppell Advisory Solutions held 14 shares of FirstEnergy worth $440K as of Q2 2026.
FirstEnergy was a new Coppell Advisory Solutions position in Q2 2026.
FirstEnergy made up 0.04% of Coppell Advisory Solutions's portfolio in Q2 2026, its #315 holding.
Coppell Advisory Solutions first reported a position in FirstEnergy in Q4 2022 and has held it in 5 quarters since.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.