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Fourth Dimension Wealth’s FirstEnergy FE Stock Holding History

Fourth Dimension Wealth’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 		$87.6K Buy
1,843
+1,648
+845% +$78.3K 0.03% 207
2026
Q1 		$9.88K Sell
195
-85
-30% -$4.12K ﹤0.01% 420
2025
Q4 		$12.5K Buy
280
+85
+44% +$3.9K ﹤0.01% 393
2025
Q3 		$8.94K Hold
195
– – ﹤0.01% 429
2025
Q2 		$7.85K Sell
195
-100
-34% -$4.13K ﹤0.01% 447
2025
Q1 		$11.9K Hold
295
– – 0.01% 396
2024
Q4 		$11.7K Buy
+295
New +$12.3K 0.01% 403

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

Fourth Dimension Wealth's FE Position: Q2 2026 in Review

Fourth Dimension Wealth increased its FirstEnergy (FE) stake by 845% in Q2 2026, buying an estimated $78.3K and bringing the position to 1,843 shares worth $87.6K. The position accounts for 0.03% of the portfolio, ranked #207.

Fourth Dimension Wealth first reported a position in FE in Q4 2024 and has held it in 7 quarters since. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Fourth Dimension Wealth held 1,843 shares of FirstEnergy worth $87.6K as of Q2 2026.
  • Fourth Dimension Wealth bought 1,648 FirstEnergy shares in Q2 2026, an estimated $78.3K.
  • FirstEnergy made up 0.03% of Fourth Dimension Wealth's portfolio in Q2 2026, its #207 holding.
  • Fourth Dimension Wealth first reported a position in FirstEnergy in Q4 2024 and has held it in 7 quarters since.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.