Envestnet Portfolio Solutions’s FirstEnergy FE Stock Holding History

Envestnet Portfolio Solutions’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	$17.1M	Sell	358,788 -38,835	-10%	-$1.84M	0.08%	152
2026 Q1	$20.1M	Buy	397,623 +338,883	+577%	+$16.4M	0.11%	112
2025 Q4	$2.63M	Buy	58,740 +654	+1%	+$30K	0.01%	491
2025 Q3	$2.66M	Buy	58,086 +7,598	+15%	+$324K	0.01%	469
2025 Q2	$2.03M	Buy	50,488 +26,660	+112%	+$1.1M	0.01%	560
2025 Q1	$963K	Buy	23,828 +18,513	+348%	+$737K	﹤0.01%	805
2024 Q4	$211K	Buy	5,315 +797	+18%	+$33.3K	﹤0.01%	1665
2024 Q3	$200K	Buy	+4,518	New	+$190K	﹤0.01%	1655

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

Envestnet Portfolio Solutions's FE Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its FirstEnergy (FE) stake by 9.8% in Q2 2026, selling an estimated $1.84M and leaving 358,788 shares worth $17.1M. The position accounts for 0.08% of the portfolio, ranked #152.

Envestnet Portfolio Solutions first reported a position in FE in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.1M in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Envestnet Portfolio Solutions held 358,788 shares of FirstEnergy worth $17.1M as of Q2 2026.
Envestnet Portfolio Solutions sold 38,835 FirstEnergy shares in Q2 2026, an estimated $1.84M.
FirstEnergy made up 0.08% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #152 holding.
Envestnet Portfolio Solutions first reported a position in FirstEnergy in Q3 2024 and has held it in 8 quarters since.
Envestnet Portfolio Solutions's FirstEnergy position peaked at $20.1M in Q1 2026.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.