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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
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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

FDx Advisors's FE Position: Q2 2026 in Review

FDx Advisors reduced its FirstEnergy (FE) stake by 15% in Q2 2026, selling an estimated $43.6K and leaving 5,199 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #153.

FDx Advisors first reported a position in FE in Q1 2014 and has held it in 18 quarters since. The position peaked at $2.02M in Q1 2018. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • FDx Advisors held 5,199 shares of FirstEnergy worth $247K as of Q2 2026.
  • FDx Advisors sold 918 FirstEnergy shares in Q2 2026, an estimated $43.6K.
  • FirstEnergy made up 0.07% of FDx Advisors's portfolio in Q2 2026, its #153 holding.
  • FDx Advisors first reported a position in FirstEnergy in Q1 2014 and has held it in 18 quarters since.
  • FDx Advisors's FirstEnergy position peaked at $2.02M in Q1 2018.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on FDx Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.