CFO
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CVA Family Office’s FirstEnergy FE Stock Holding History

CVA Family Office’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 		$68.7K Sell
1,445
-91
-6% -$4.32K 0.01% 551
2026
Q1 		$77.8K Buy
1,536
+475
+45% +$23K 0.01% 511
2025
Q4 		$47.5K Sell
1,061
-102
-9% -$4.68K 0.01% 558
2025
Q3 		$53.3K Sell
1,163
-5
-0.4% -$213 0.01% 543
2025
Q2 		$47K Buy
1,168
+113
+11% +$4.66K 0.01% 559
2025
Q1 		$42.6K Sell
1,055
-257
-20% -$10.2K 0.01% 549
2024
Q4 		$52.2K Buy
1,312
+257
+24% +$10.7K 0.01% 517
2024
Q3 		$46.8K Sell
1,055
-42
-4% -$1.77K 0.01% 522
2024
Q2 		$42K Buy
1,097
+12
+1% +$465 0.01% 529
2024
Q1 		$41.9K Buy
1,085
+455
+72% +$17K 0.01% 520
2023
Q4 		$23.1K Buy
+630
New +$22.8K ﹤0.01% 601
2023
Q3 		– Sell
-110
Closed -$4.28K – 487
2023
Q2 		$4.28K Buy
110
+10
+10% +$392 ﹤0.01% 826
2023
Q1 		$4.01K Hold
100
– – ﹤0.01% 796
2022
Q4 		$4.19K Hold
100
– – ﹤0.01% 753
2022
Q3 		$4K Hold
100
– – ﹤0.01% 739
2022
Q2 		$4K Hold
100
– – ﹤0.01% 766
2022
Q1 		$5K Hold
100
– – ﹤0.01% 768
2021
Q4 		$4K Hold
100
– – ﹤0.01% 772
2021
Q3 		$3K Hold
100
– – ﹤0.01% 336
2021
Q2 		$4K Hold
100
– – ﹤0.01% 797
2021
Q1 		$3K Hold
100
– – ﹤0.01% 671
2020
Q4 		$3K Hold
100
– – ﹤0.01% 335
2020
Q3 		$3K Hold
100
– – ﹤0.01% 336
2020
Q2 		$4K Hold
100
– – ﹤0.01% 293
2020
Q1 		$4K Buy
+100
New +$4.65K ﹤0.01% 279

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

CVA Family Office's FE Position: Q2 2026 in Review

CVA Family Office reduced its FirstEnergy (FE) stake by 5.9% in Q2 2026, selling an estimated $4.32K and leaving 1,445 shares worth $68.7K. The position accounts for 0.01% of the portfolio, ranked #551.

CVA Family Office first reported a position in FE in Q1 2020 and has held it in 25 quarters since. The position peaked at $77.8K in Q1 2026. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • CVA Family Office held 1,445 shares of FirstEnergy worth $68.7K as of Q2 2026.
  • CVA Family Office sold 91 FirstEnergy shares in Q2 2026, an estimated $4.32K.
  • FirstEnergy made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #551 holding.
  • CVA Family Office first reported a position in FirstEnergy in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's FirstEnergy position peaked at $77.8K in Q1 2026.
  • 922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.