EFG
FE icon

Ethos Financial Group’s FirstEnergy FE Stock Holding History

Ethos Financial Group’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 		$646K Sell
13,582
-2,618
-16% -$124K 0.04% 308
2026
Q1 		$725K Hold
16,200
– – 0.05% 252
2025
Q4 		$725K Hold
16,200
– – 0.05% 243
2025
Q3 		$742K Hold
16,200
– – 0.06% 215
2025
Q2 		$652K Hold
16,200
– – 0.06% 226
2025
Q1 		$655K Buy
+16,200
New +$645K 0.06% 199

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

Ethos Financial Group's FE Position: Q2 2026 in Review

Ethos Financial Group reduced its FirstEnergy (FE) stake by 16% in Q2 2026, selling an estimated $124K and leaving 13,582 shares worth $646K. The position accounts for 0.04% of the portfolio, ranked #308.

Ethos Financial Group first reported a position in FE in Q1 2025 and has held it in 6 quarters since. The position peaked at $742K in Q3 2025. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Ethos Financial Group held 13,582 shares of FirstEnergy worth $646K as of Q2 2026.
  • Ethos Financial Group sold 2,618 FirstEnergy shares in Q2 2026, an estimated $124K.
  • FirstEnergy made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #308 holding.
  • Ethos Financial Group first reported a position in FirstEnergy in Q1 2025 and has held it in 6 quarters since.
  • Ethos Financial Group's FirstEnergy position peaked at $742K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.