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Garton & Associates Financial Advisors’s FirstEnergy FE Stock Holding History

Garton & Associates Financial 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 		– Sell
-5,589
Closed -$283K – 34
2026
Q1 		$283K Hold
5,589
– – 0.23% 84
2025
Q4 		$250K Buy
+5,589
New +$257K 0.14% 102

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

Garton & Associates Financial Advisors's FE Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 5,589 shares — an estimated $283K sold.

Garton & Associates Financial Advisors first reported a position in FE in Q4 2025 and held it in 2 quarters. The position peaked at $283K in Q1 2026. 925 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 5,589 FirstEnergy shares in Q2 2026, an estimated $283K.
  • Garton & Associates Financial Advisors first reported a position in FirstEnergy in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's FirstEnergy position peaked at $283K in Q1 2026.
  • 925 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.