EWA
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EverSource Wealth Advisors’s FirstEnergy FE Stock Holding History

EverSource Wealth Advisors’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 		$170K Sell
3,581
-193
-5% -$9.16K 0.01% 1088
2026
Q1 		$191K Buy
3,774
+1,173
+45% +$56.9K 0.01% 1081
2025
Q4 		$116K Sell
2,601
-417
-14% -$19.1K ﹤0.01% 1236
2025
Q3 		$138K Buy
3,018
+517
+21% +$22.1K 0.01% 1097
2025
Q2 		$101K Sell
2,501
-338
-12% -$13.9K ﹤0.01% 1196
2025
Q1 		$115K Buy
2,839
+732
+35% +$29.1K 0.01% 860
2024
Q4 		$83.8K Buy
2,107
+406
+24% +$17K ﹤0.01% 965
2024
Q3 		$75.5K Buy
1,701
+105
+7% +$4.42K ﹤0.01% 897
2024
Q2 		$66.9K Buy
1,596
+37
+2% +$1.44K ﹤0.01% 959
2024
Q1 		$59.8K Buy
1,559
+1,358
+676% +$50.8K ﹤0.01% 900
2023
Q4 		$7.37K Sell
201
-33
-14% -$1.2K ﹤0.01% 1700
2023
Q3 		$8K Sell
234
-38
-14% -$1.41K ﹤0.01% 1509
2023
Q2 		$10.6K Sell
272
-94
-26% -$3.69K ﹤0.01% 1414
2023
Q1 		$14.7K Buy
366
+106
+41% +$4.28K ﹤0.01% 1206
2022
Q4 		$10.9K Sell
260
-5
-2% -$195 ﹤0.01% 1298
2022
Q3 		$10K Buy
265
+125
+89% +$4.94K ﹤0.01% 1134
2022
Q2 		$5K Buy
140
+101
+259% +$4.31K ﹤0.01% 1257
2022
Q1 		$2K Hold
39
– – ﹤0.01% 1521
2021
Q4 		$2K Buy
+39
New +$1.5K ﹤0.01% 1537

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

EverSource Wealth Advisors's FE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its FirstEnergy (FE) stake by 5.1% in Q2 2026, selling an estimated $9.16K and leaving 3,581 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #1088.

EverSource Wealth Advisors first reported a position in FE in Q4 2021 and has held it in 19 quarters since. The position peaked at $191K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • EverSource Wealth Advisors held 3,581 shares of FirstEnergy worth $170K as of Q2 2026.
  • EverSource Wealth Advisors sold 193 FirstEnergy shares in Q2 2026, an estimated $9.16K.
  • FirstEnergy made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1088 holding.
  • EverSource Wealth Advisors first reported a position in FirstEnergy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's FirstEnergy position peaked at $191K in Q1 2026.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.