EWM
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Empirical Wealth Management’s FirstEnergy FE Stock Holding History

Empirical 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 		$544K Buy
11,447
+3,093
+37% +$147K 0.01% 650
2026
Q1 		$423K Sell
8,354
-606
-7% -$29.4K 0.01% 645
2025
Q4 		$401K Buy
+8,960
New +$411K 0.01% 595

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Empirical Wealth Management increased its FirstEnergy (FE) stake by 37% in Q2 2026, buying an estimated $147K and bringing the position to 11,447 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #650.

Empirical Wealth Management first reported a position in FE in Q4 2025 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Empirical Wealth Management held 11,447 shares of FirstEnergy worth $544K as of Q2 2026.
  • Empirical Wealth Management bought 3,093 FirstEnergy shares in Q2 2026, an estimated $147K.
  • FirstEnergy made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #650 holding.
  • Empirical Wealth Management first reported a position in FirstEnergy in Q4 2025 and has held it in 3 quarters since.
  • 630 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.