Evermay Wealth Management’s FirstEnergy FE Stock Holding History

Evermay 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	$714	Buy	+15	New	+$712	﹤0.01%	622
2024 Q4	–	Sell	-43	Closed	-$1.91K	–	590
2024 Q3	$1.91K	Hold	43	–	–	﹤0.01%	546
2024 Q2	$1.65K	Hold	43	–	–	﹤0.01%	549
2024 Q1	$1.66K	Hold	43	–	–	﹤0.01%	548
2023 Q4	$1.58K	Hold	43	–	–	﹤0.01%	530
2023 Q3	$1.47K	Hold	43	–	–	﹤0.01%	514
2023 Q2	$1.67K	Buy	+43	New	+$1.69K	﹤0.01%	497

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

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

Evermay Wealth Management opened a new position in FirstEnergy (FE) in Q2 2026: 15 shares worth $714. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in FE as recently as Q3 2024.

Evermay Wealth Management first reported a position in FE in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.91K in Q3 2024. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Evermay Wealth Management held 15 shares of FirstEnergy worth $714 as of Q2 2026.
FirstEnergy was a new Evermay Wealth Management position in Q2 2026.
FirstEnergy made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #622 holding.
Evermay Wealth Management first reported a position in FirstEnergy in Q2 2023 and has held it in 7 quarters since.
Evermay Wealth Management's FirstEnergy position peaked at $1.91K in Q3 2024.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.