DiNuzzo Private Wealth’s FirstEnergy FE Stock Holding History

DiNuzzo Private 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	$1.85K	Sell	39 -2	-5%	-$95	﹤0.01%	711
2026 Q1	$2.08K	Hold	41	–	–	﹤0.01%	633
2025 Q4	$1.84K	Sell	41 -1	-2%	-$46	﹤0.01%	683
2025 Q3	$1.83K	Buy	42 +3	+8%	+$128	﹤0.01%	663
2025 Q2	$1.57K	Sell	39 -1	-3%	-$41	﹤0.01%	691
2025 Q1	$1.62K	Buy	40 +11	+38%	+$438	﹤0.01%	662
2024 Q4	$1.15K	Sell	29 -201	-87%	-$8.4K	﹤0.01%	796
2024 Q3	$10.2K	Buy	230 +204	+785%	+$8.59K	﹤0.01%	249
2024 Q2	$996	Buy	26 +5	+24%	+$194	﹤0.01%	800
2024 Q1	$812	Buy	21 +1	+5%	+$37	﹤0.01%	815
2023 Q4	$734	Buy	+20	New	+$724	﹤0.01%	825

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

DiNuzzo Private Wealth's FE Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its FirstEnergy (FE) stake by 4.9% in Q2 2026, selling an estimated $95 and leaving 39 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

DiNuzzo Private Wealth first reported a position in FE in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.2K in Q3 2024. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

DiNuzzo Private Wealth held 39 shares of FirstEnergy worth $1.85K as of Q2 2026.
DiNuzzo Private Wealth sold 2 FirstEnergy shares in Q2 2026, an estimated $95.
FirstEnergy made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #711 holding.
DiNuzzo Private Wealth first reported a position in FirstEnergy in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's FirstEnergy position peaked at $10.2K in Q3 2024.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.