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FSM Wealth Advisors’s FirstEnergy FE Stock Holding History

FSM Wealth 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 		$802K Buy
16,864
+150
+0.9% +$7.12K 0.09% 127
2026
Q1 		$847K Buy
16,714
+50
+0.3% +$2.42K 0.11% 108
2025
Q4 		$746K Buy
16,664
+3,561
+27% +$164K 0.1% 115
2025
Q3 		$600K Buy
13,103
+38
+0.3% +$1.62K 0.08% 148
2025
Q2 		$521K Buy
13,065
+4,054
+45% +$167K 0.08% 148
2025
Q1 		$364K Sell
9,011
-17
-0.2% -$677 0.08% 139
2024
Q4 		$362K Buy
9,028
+144
+2% +$6.02K 0.09% 122
2024
Q3 		$394K Buy
8,884
+42
+0.5% +$1.77K 0.1% 114
2024
Q2 		$338K Sell
8,842
-928
-9% -$36K 0.11% 106
2024
Q1 		$377K Hold
9,770
– – 0.13% 105
2023
Q4 		$358K Buy
9,770
+929
+11% +$33.6K 0.15% 103
2023
Q3 		$302K Sell
8,841
-10
-0.1% -$372 0.15% 107
2023
Q2 		$344K Buy
8,851
+248
+3% +$9.73K 0.17% 104
2023
Q1 		$345K Hold
8,603
– – 0.2% 101
2022
Q4 		$361K Buy
8,603
+460
+6% +$18K 0.26% 86
2022
Q3 		$301K Buy
+8,143
New +$322K 0.25% 98

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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

FSM Wealth Advisors's FE Position: Q2 2026 in Review

FSM Wealth Advisors increased its FirstEnergy (FE) stake by 0.9% in Q2 2026, buying an estimated $7.12K and bringing the position to 16,864 shares worth $802K. The position accounts for 0.09% of the portfolio, ranked #127.

FSM Wealth Advisors first reported a position in FE in Q3 2022 and has held it in 16 quarters since. The position peaked at $847K in Q1 2026. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • FSM Wealth Advisors held 16,864 shares of FirstEnergy worth $802K as of Q2 2026.
  • FSM Wealth Advisors bought 150 FirstEnergy shares in Q2 2026, an estimated $7.12K.
  • FirstEnergy made up 0.09% of FSM Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • FSM Wealth Advisors first reported a position in FirstEnergy in Q3 2022 and has held it in 16 quarters since.
  • FSM Wealth Advisors's FirstEnergy position peaked at $847K in Q1 2026.
  • 931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.