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Daymark Wealth Partners’s FirstEnergy FE Stock Holding History

Daymark Wealth Partners’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 		$3.46M Buy
72,829
+935
+1% +$44.4K 0.08% 176
2026
Q1 		$3.64M Buy
71,894
+467
+0.7% +$22.6K 0.11% 148
2025
Q4 		$3.2M Buy
71,427
+1,284
+2% +$59K 0.1% 151
2025
Q3 		$3.21M Sell
70,143
-1,247
-2% -$53.2K 0.11% 151
2025
Q2 		$2.87M Sell
71,390
-66
-0.1% -$2.72K 0.11% 155
2025
Q1 		$2.89M Sell
71,456
-49
-0.1% -$1.95K 0.12% 137
2024
Q4 		$2.84M Sell
71,505
-48
-0.1% -$2.01K 0.12% 138
2024
Q3 		$3.17M Sell
71,553
-405
-0.6% -$17K 0.13% 132
2024
Q2 		$2.75M Sell
71,958
-31
-0% -$1.2K 0.13% 135
2024
Q1 		$2.78M Sell
71,989
-48
-0.1% -$1.8K 0.15% 108
2023
Q4 		$2.64M Buy
72,037
+341
+0.5% +$12.3K 0.16% 105
2023
Q3 		$2.45M Sell
71,696
-30
-0% -$1.12K 0.17% 107
2023
Q2 		$2.79M Sell
71,726
-1,309
-2% -$51.4K 0.21% 96
2023
Q1 		$2.93M Buy
+73,035
New +$2.95M 0.39% 63

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

Daymark Wealth Partners's FE Position: Q2 2026 in Review

Daymark Wealth Partners increased its FirstEnergy (FE) stake by 1.3% in Q2 2026, buying an estimated $44.4K and bringing the position to 72,829 shares worth $3.46M. The position accounts for 0.08% of the portfolio, ranked #176.

Daymark Wealth Partners first reported a position in FE in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.64M in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Daymark Wealth Partners held 72,829 shares of FirstEnergy worth $3.46M as of Q2 2026.
  • Daymark Wealth Partners bought 935 FirstEnergy shares in Q2 2026, an estimated $44.4K.
  • FirstEnergy made up 0.08% of Daymark Wealth Partners's portfolio in Q2 2026, its #176 holding.
  • Daymark Wealth Partners first reported a position in FirstEnergy in Q1 2023 and has held it in 14 quarters since.
  • Daymark Wealth Partners's FirstEnergy position peaked at $3.64M in Q1 2026.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.