Crewe Advisors’s FirstEnergy FE Stock Holding History

Crewe 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	$2.19K	Buy	+46	New	+$2.18K	﹤0.01%	985
2024 Q3	–	Sell	-1,384	Closed	-$53K	–	813
2024 Q2	$53K	Buy	+1,384	New	+$53.7K	0.01%	361
2023 Q3	–	Sell	-4	Closed	-$156	–	702
2023 Q2	$156	Buy	+4	New	+$157	﹤0.01%	761
2023 Q1	–	Sell	-91	Closed	-$3.82K	–	890
2022 Q4	$3.82K	Sell	91 -689	-88%	-$26.9K	﹤0.01%	726
2022 Q3	$29K	Buy	780 +493	+172%	+$19.5K	0.01%	395
2022 Q2	$11K	Buy	+287	New	+$12.3K	﹤0.01%	565

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

Crewe Advisors's FE Position: Q2 2026 in Review

Crewe Advisors opened a new position in FirstEnergy (FE) in Q2 2026: 46 shares worth $2.19K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in FE as recently as Q2 2024.

Crewe Advisors first reported a position in FE in Q2 2022 and has held it in 6 quarters since. The position peaked at $53K in Q2 2024. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Crewe Advisors held 46 shares of FirstEnergy worth $2.19K as of Q2 2026.
FirstEnergy was a new Crewe Advisors position in Q2 2026.
FirstEnergy made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #985 holding.
Crewe Advisors first reported a position in FirstEnergy in Q2 2022 and has held it in 6 quarters since.
Crewe Advisors's FirstEnergy position peaked at $53K in Q2 2024.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.