F/M Investments’s FirstEnergy FE Stock Holding History

F/M Investments’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	$1.15M	Buy	24,196 +1,732	+8%	+$82.2K	0.06%	171
2026 Q1	$1.14M	Sell	22,464 -21,094	-48%	-$1.02M	0.08%	157
2025 Q4	$1.95M	Sell	43,558 -2,162	-5%	-$99.3K	0.07%	242
2025 Q3	$2.09M	Sell	45,720 -1,172	-2%	-$50K	0.08%	233
2025 Q2	$1.89M	Buy	46,892 +2,690	+6%	+$111K	0.07%	248
2025 Q1	$1.79M	Sell	44,202 -1,891	-4%	-$75.3K	0.07%	239
2024 Q4	$1.83M	Buy	46,093 +10,040	+28%	+$420K	0.07%	235
2024 Q3	$1.59M	Sell	36,053 -3,932	-10%	-$165K	0.05%	232
2024 Q2	$1.53M	Buy	+39,985	New	+$1.55M	0.06%	231

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

F/M Investments's FE Position: Q2 2026 in Review

F/M Investments increased its FirstEnergy (FE) stake by 7.7% in Q2 2026, buying an estimated $82.2K and bringing the position to 24,196 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #171.

F/M Investments first reported a position in FE in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.09M in Q3 2025. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

F/M Investments held 24,196 shares of FirstEnergy worth $1.15M as of Q2 2026.
F/M Investments bought 1,732 FirstEnergy shares in Q2 2026, an estimated $82.2K.
FirstEnergy made up 0.06% of F/M Investments's portfolio in Q2 2026, its #171 holding.
F/M Investments first reported a position in FirstEnergy in Q2 2024 and has held it in 9 quarters since.
F/M Investments's FirstEnergy position peaked at $2.09M in Q3 2025.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.