Farther Finance Advisors’s FirstEnergy FE Stock Holding History

Farther Finance 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	$969K	Buy	20,369 +168	+0.8%	+$7.98K	0.01%	1123
2026 Q1	$1.03M	Buy	20,201 +269	+1%	+$13K	0.01%	946
2025 Q4	$892K	Buy	19,932 +2,506	+14%	+$115K	0.01%	952
2025 Q3	$798K	Buy	17,426 +7,446	+75%	+$318K	0.01%	841
2025 Q2	$402K	Buy	9,980 +556	+6%	+$22.9K	0.01%	1017
2025 Q1	$381K	Buy	9,424 +5,877	+166%	+$234K	0.01%	925
2024 Q4	$141K	Sell	3,547 -584	-14%	-$24.4K	0.01%	1160
2024 Q3	$183K	Buy	4,131 +836	+25%	+$35.2K	0.01%	1027
2024 Q2	$126K	Buy	3,295 +1,322	+67%	+$51.3K	0.01%	1032
2024 Q1	$75.7K	Buy	1,973 +86	+5%	+$3.22K	﹤0.01%	1041
2023 Q4	$69.2K	Buy	1,887 +765	+68%	+$27.7K	0.01%	919
2023 Q3	$38.3K	Buy	1,122 +957	+580%	+$35.6K	0.01%	862
2023 Q2	$6.42K	Buy	165 +9	+6%	+$353	﹤0.01%	1341
2023 Q1	$6.25K	Hold	156	–	–	﹤0.01%	1262
2022 Q4	$6.54K	Buy	+156	New	+$6.1K	﹤0.01%	1079

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

Farther Finance Advisors's FE Position: Q2 2026 in Review

Farther Finance Advisors increased its FirstEnergy (FE) stake by 0.83% in Q2 2026, buying an estimated $7.98K and bringing the position to 20,369 shares worth $969K. The position accounts for 0.01% of the portfolio, ranked #1123.

Farther Finance Advisors first reported a position in FE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.03M in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Farther Finance Advisors held 20,369 shares of FirstEnergy worth $969K as of Q2 2026.
Farther Finance Advisors bought 168 FirstEnergy shares in Q2 2026, an estimated $7.98K.
FirstEnergy made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1123 holding.
Farther Finance Advisors first reported a position in FirstEnergy in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's FirstEnergy position peaked at $1.03M in Q1 2026.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.