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CreativeOne Wealth’s FirstEnergy FE Stock Holding History

CreativeOne Wealth’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
-4,984
Closed -$253K – 1223
2026
Q1 		$253K Buy
4,984
+414
+9% +$20.1K 0.01% 1045
2025
Q4 		$205K Buy
+4,570
New +$210K 0.01% 1119
2025
Q2 		– Sell
-5,225
Closed -$211K – 1138
2025
Q1 		$211K Buy
+5,225
New +$208K 0.01% 984

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

CreativeOne Wealth's FE Position: Q2 2026 in Review

CreativeOne Wealth sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 4,984 shares — an estimated $253K sold.

CreativeOne Wealth first reported a position in FE in Q1 2025 and held it in 3 quarters. The position peaked at $253K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • CreativeOne Wealth reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 4,984 FirstEnergy shares in Q2 2026, an estimated $253K.
  • CreativeOne Wealth first reported a position in FirstEnergy in Q1 2025 and held it in 3 quarters.
  • CreativeOne Wealth's FirstEnergy position peaked at $253K in Q1 2026.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.