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Dynasty Wealth Management’s FirstEnergy FE Stock Holding History

Dynasty 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 		$2.28M Sell
47,903
-5,622
-11% -$267K 0.02% 120
2026
Q1 		$2.71M Sell
53,525
-1,089
-2% -$52.8K 0.02% 106
2025
Q4 		$2.45M Buy
54,614
+6,707
+14% +$308K 0.02% 118
2025
Q3 		$2.2M Buy
47,907
+17,011
+55% +$726K 0.03% 109
2025
Q2 		$1.24M Sell
30,896
-626
-2% -$25.8K 0.02% 120
2025
Q1 		$1.27M Buy
31,522
+3,612
+13% +$144K 0.02% 127
2024
Q4 		$1.11M Buy
27,910
+10,787
+63% +$451K 0.02% 138
2024
Q3 		$759K Buy
17,123
+417
+2% +$17.5K 0.02% 154
2024
Q2 		$639K Buy
16,706
+731
+5% +$28.4K 0.02% 166
2024
Q1 		$617K Buy
+15,975
New +$598K 0.02% 170

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

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

Dynasty Wealth Management reduced its FirstEnergy (FE) stake by 11% in Q2 2026, selling an estimated $267K and leaving 47,903 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #120.

Dynasty Wealth Management first reported a position in FE in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.71M in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Dynasty Wealth Management held 47,903 shares of FirstEnergy worth $2.28M as of Q2 2026.
  • Dynasty Wealth Management sold 5,622 FirstEnergy shares in Q2 2026, an estimated $267K.
  • FirstEnergy made up 0.02% of Dynasty Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Dynasty Wealth Management first reported a position in FirstEnergy in Q1 2024 and has held it in 10 quarters since.
  • Dynasty Wealth Management's FirstEnergy position peaked at $2.71M in Q1 2026.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.