FDx Advisors’s FirstEnergy FE Stock Holding History

FDx 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 Q1	$310K	Buy	6,117 +1,420	+30%	+$68.9K	0.1%	132
2025 Q4	$210K	Hold	4,697	–	–	0.11%	87
2025 Q3	$215K	Buy	+4,697	New	+$201K	0.06%	170
2020 Q3	–	Sell	-14,452	Closed	-$560K	–	632
2020 Q2	$560K	Buy	+14,452	New	+$597K	0.03%	318
2020 Q1	–	Sell	-4,258	Closed	-$207K	–	557
2019 Q4	$207K	Sell	4,258 -51	-1%	-$2.44K	0.01%	584
2019 Q3	$208K	Sell	4,309 -10,709	-71%	-$485K	0.01%	593
2019 Q2	$643K	Buy	15,018 +3,068	+26%	+$129K	0.03%	428
2019 Q1	$497K	Buy	+11,950	New	+$475K	0.02%	466
2018 Q4	–	Sell	-9,288	Closed	-$345K	–	626
2018 Q3	$345K	Sell	9,288 -16,712	-64%	-$611K	0.01%	648
2018 Q2	$934K	Sell	26,000 -33,503	-56%	-$1.15M	0.03%	384
2018 Q1	$2.02M	Sell	59,503 -3,290	-5%	-$106K	0.06%	285
2017 Q4	$1.92M	Buy	62,793 +2,402	+4%	+$78.1K	0.05%	333
2017 Q3	$1.86M	Buy	60,391 +5,415	+10%	+$170K	0.05%	330
2017 Q2	$1.6M	Buy	54,976 +3,564	+7%	+$106K	0.05%	378
2017 Q1	$1.64M	Buy	51,412 +6,441	+14%	+$199K	0.05%	349
2016 Q4	$1.39M	Buy	+44,971	New	+$1.44M	0.04%	408
2014 Q2	–	Sell	-9,336	Closed	-$318K	–	982
2014 Q1	$318K	Buy	+9,336	New	+$295K	0.03%	591

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDx Advisors's FE Position: Q1 2026 in Review

FDx Advisors increased its FirstEnergy (FE) stake by 30% in Q1 2026, buying an estimated $68.9K and bringing the position to 6,117 shares worth $310K. The position accounts for 0.1% of the portfolio, ranked #132.

FDx Advisors first reported a position in FE in Q1 2014 and has held it in 17 quarters since. The position peaked at $2.02M in Q1 2018. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

FDx Advisors held 6,117 shares of FirstEnergy worth $310K as of Q1 2026.
FDx Advisors bought 1,420 FirstEnergy shares in Q1 2026, an estimated $68.9K.
FirstEnergy made up 0.1% of FDx Advisors's portfolio in Q1 2026, its #132 holding.
FDx Advisors first reported a position in FirstEnergy in Q1 2014 and has held it in 17 quarters since.
FDx Advisors's FirstEnergy position peaked at $2.02M in Q1 2018.
924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.