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Dogwood Wealth Management’s FirstEnergy FE Stock Holding History

Dogwood Wealth Management’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 		$380 Hold
8
– – ﹤0.01% 816
2026
Q1 		$405 Hold
8
– – ﹤0.01% 805
2025
Q4 		$358 Hold
8
– – ﹤0.01% 676
2025
Q3 		$367 Hold
8
– – ﹤0.01% 668
2025
Q2 		$319 Buy
+8
New +$330 ﹤0.01% 654
2024
Q3 		– Hold
0
– – – 399
2024
Q2 		– Hold
0
– – – 489
2024
Q1 		– Hold
0
– – – 488
2023
Q4 		– Hold
0
– – – 467

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

Dogwood Wealth Management's FE Position: Q2 2026 in Review

Dogwood Wealth Management held its FirstEnergy (FE) position steady in Q2 2026 at 8 shares worth $380. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Dogwood Wealth Management first reported a position in FE in Q2 2025 and has held it in 5 quarters since. The position peaked at $405 in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Dogwood Wealth Management held 8 shares of FirstEnergy worth $380 as of Q2 2026.
  • Dogwood Wealth Management left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #816 holding.
  • Dogwood Wealth Management first reported a position in FirstEnergy in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's FirstEnergy position peaked at $405 in Q1 2026.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.