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Fortis Group Advisors’s FirstEnergy FE Stock Holding History

Fortis Group 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 		$353K Sell
7,427
-433
-6% -$20.6K 0.06% 204
2026
Q1 		$373K Sell
7,860
-255
-3% -$12.4K 0.06% 207
2025
Q4 		$384K Buy
8,115
+300
+4% +$13.8K 0.06% 215
2025
Q3 		$358K Sell
7,815
-2,204
-22% -$94.1K 0.06% 176
2025
Q2 		$428K Buy
+10,019
New +$413K 0.08% 163

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

Fortis Group Advisors's FE Position: Q2 2026 in Review

Fortis Group Advisors reduced its FirstEnergy (FE) stake by 5.5% in Q2 2026, selling an estimated $20.6K and leaving 7,427 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #204.

Fortis Group Advisors first reported a position in FE in Q2 2025 and has held it in 5 quarters since. The position peaked at $428K in Q2 2025. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Fortis Group Advisors held 7,427 shares of FirstEnergy worth $353K as of Q2 2026.
  • Fortis Group Advisors sold 433 FirstEnergy shares in Q2 2026, an estimated $20.6K.
  • FirstEnergy made up 0.06% of Fortis Group Advisors's portfolio in Q2 2026, its #204 holding.
  • Fortis Group Advisors first reported a position in FirstEnergy in Q2 2025 and has held it in 5 quarters since.
  • Fortis Group Advisors's FirstEnergy position peaked at $428K in Q2 2025.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.