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Dougherty & Associates’s FirstEnergy FE Stock Holding History

Dougherty & Associates’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 		$248K Buy
5,221
+5
+0.1% +$237 0.2% 50
2026
Q1 		$264K Sell
5,216
-522
-9% -$25.3K 0.24% 51
2025
Q4 		$257K Buy
+5,738
New +$263K 0.23% 50

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

Dougherty & Associates's FE Position: Q2 2026 in Review

Dougherty & Associates increased its FirstEnergy (FE) stake by 0.1% in Q2 2026, buying an estimated $237 and bringing the position to 5,221 shares worth $248K. The position accounts for 0.2% of the portfolio, ranked #50.

Dougherty & Associates first reported a position in FE in Q4 2025 and has held it in 3 quarters since. The position peaked at $264K in Q1 2026. 927 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Dougherty & Associates held 5,221 shares of FirstEnergy worth $248K as of Q2 2026.
  • Dougherty & Associates bought 5 FirstEnergy shares in Q2 2026, an estimated $237.
  • FirstEnergy made up 0.2% of Dougherty & Associates's portfolio in Q2 2026, its #50 holding.
  • Dougherty & Associates first reported a position in FirstEnergy in Q4 2025 and has held it in 3 quarters since.
  • Dougherty & Associates's FirstEnergy position peaked at $264K in Q1 2026.
  • 927 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.