Curio Wealth’s FirstEnergy FE Stock Holding History

Curio 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	-5	Closed	-$253	–	439
2026 Q1	$253	Buy	+5	New	+$243	﹤0.01%	690

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

Curio Wealth's FE Position: Q2 2026 in Review

Curio Wealth sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 5 shares — an estimated $253 sold.

Curio Wealth first reported a position in FE in Q1 2026 and held it in 1 quarter. The position peaked at $253 in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Curio Wealth reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 5 FirstEnergy shares in Q2 2026, an estimated $253.
Curio Wealth first reported a position in FirstEnergy in Q1 2026 and held it in 1 quarter.
Curio Wealth's FirstEnergy position peaked at $253 in Q1 2026.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.