Foundations Investment Advisors’s FirstEnergy FE Stock Holding History

Foundations Investment 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	$205K	Buy	4,314 +286	+7%	+$13.6K	﹤0.01%	1138
2026 Q1	$204K	Buy	+4,028	New	+$195K	﹤0.01%	1101
2022 Q2	–	Sell	-5,379	Closed	-$255K	–	400
2022 Q1	$255K	Buy	5,379 +488	+10%	+$20.6K	0.01%	307
2021 Q4	$203K	Buy	+4,891	New	+$189K	0.01%	331
2020 Q1	–	Sell	-31,672	Closed	-$1.51M	–	126
2019 Q4	$1.51M	Sell	31,672 -374	-1%	-$17.9K	0.19%	45
2019 Q3	$1.53M	Buy	32,046 +5,098	+19%	+$231K	0.2%	43
2019 Q2	$1.18M	Buy	26,948 +4,802	+22%	+$202K	0.18%	45
2019 Q1	$921K	Buy	22,146 +200	+0.9%	+$7.95K	0.16%	37
2018 Q4	$849K	Buy	21,946 +2,676	+14%	+$101K	0.18%	35
2018 Q3	$716K	Buy	19,270 +2,520	+15%	+$92.1K	0.17%	53
2018 Q2	$601K	Buy	+16,750	New	+$574K	0.16%	52

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

Foundations Investment Advisors's FE Position: Q2 2026 in Review

Foundations Investment Advisors increased its FirstEnergy (FE) stake by 7.1% in Q2 2026, buying an estimated $13.6K and bringing the position to 4,314 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Foundations Investment Advisors first reported a position in FE in Q2 2018 and has held it in 11 quarters since. The position peaked at $1.53M in Q3 2019. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Foundations Investment Advisors held 4,314 shares of FirstEnergy worth $205K as of Q2 2026.
Foundations Investment Advisors bought 286 FirstEnergy shares in Q2 2026, an estimated $13.6K.
FirstEnergy made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1138 holding.
Foundations Investment Advisors first reported a position in FirstEnergy in Q2 2018 and has held it in 11 quarters since.
Foundations Investment Advisors's FirstEnergy position peaked at $1.53M in Q3 2019.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.