Evolve Private Wealth’s FirstEnergy FE Stock Holding History

Evolve Private Wealth’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	–	Sell	-4,196	Closed	-$213K	–	1083
2026 Q1	$213K	Buy	+4,196	New	+$204K	0.01%	914

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

Evolve Private Wealth's FE Position: Q2 2026 in Review

Evolve Private Wealth sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 4,196 shares — an estimated $213K sold.

Evolve Private Wealth first reported a position in FE in Q1 2026 and held it in 1 quarter. The position peaked at $213K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Evolve Private Wealth reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 4,196 FirstEnergy shares in Q2 2026, an estimated $213K.
Evolve Private Wealth first reported a position in FirstEnergy in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's FirstEnergy position peaked at $213K in Q1 2026.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.