DWA
FE icon

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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Delos Wealth Advisors's FE Position: Q1 2026 in Review

Delos Wealth Advisors held its FirstEnergy (FE) position steady in Q1 2026 at 311 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #163.

Delos Wealth Advisors first reported a position in FE in Q3 2025 and has held it in 3 quarters since. The position peaked at $17.7K in Q3 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Delos Wealth Advisors held 311 shares of FirstEnergy worth $15.8K as of Q1 2026.
  • Delos Wealth Advisors left its FirstEnergy share count unchanged in Q1 2026.
  • FirstEnergy made up 0.01% of Delos Wealth Advisors's portfolio in Q1 2026, its #163 holding.
  • Delos Wealth Advisors first reported a position in FirstEnergy in Q3 2025 and has held it in 3 quarters since.
  • Delos Wealth Advisors's FirstEnergy position peaked at $17.7K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.