DWA
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Delos Wealth Advisors’s FirstEnergy FE Stock Holding History

Delos Wealth 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 		$14.8K Hold
311
– – 0.01% 179
2026
Q1 		$15.8K Hold
311
– – 0.01% 163
2025
Q4 		$13.9K Sell
311
-75
-19% -$3.44K 0.01% 156
2025
Q3 		$17.7K Buy
+386
New +$16.5K 0.01% 151

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

Delos Wealth Advisors's FE Position: Q2 2026 in Review

Delos Wealth Advisors held its FirstEnergy (FE) position steady in Q2 2026 at 311 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #179.

Delos Wealth Advisors first reported a position in FE in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.7K in Q3 2025. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Delos Wealth Advisors held 311 shares of FirstEnergy worth $14.8K as of Q2 2026.
  • Delos Wealth Advisors left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up 0.01% of Delos Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • Delos Wealth Advisors first reported a position in FirstEnergy in Q3 2025 and has held it in 4 quarters since.
  • Delos Wealth Advisors's FirstEnergy position peaked at $17.7K in Q3 2025.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.