FDx Advisors
FE icon

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
Q3 		– Sell
-5,199
Closed -$247K – 179
2026
Q2 		$247K Sell
5,199
-918
-15% -$43.6K 0.07% 153
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
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

FDx Advisors's FE Position: Q3 2026 in Review

FDx Advisors sold out of FirstEnergy (FE) in Q3 2026, closing a stake of 5,199 shares — an estimated $247K sold.

FDx Advisors first reported a position in FE in Q1 2014 and held it in 18 quarters. The position peaked at $2.02M in Q1 2018. 771 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • FDx Advisors reported no remaining FirstEnergy position as of Q3 2026 after selling out during the quarter.
  • FDx Advisors sold 5,199 FirstEnergy shares in Q3 2026, an estimated $247K.
  • FDx Advisors first reported a position in FirstEnergy in Q1 2014 and held it in 18 quarters.
  • FDx Advisors's FirstEnergy position peaked at $2.02M in Q1 2018.
  • 771 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on FDx Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.