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Global Wealth Strategies & Associates’s FirstEnergy FE Stock Holding History

Global Wealth Strategies & Associates’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
-315
Closed -$16K – 209
2026
Q1 		$16K Hold
315
– – ﹤0.01% 270
2025
Q4 		$14.1K Hold
315
– – ﹤0.01% 275
2025
Q3 		$14.4K Buy
+315
New +$13.4K ﹤0.01% 248

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

Global Wealth Strategies & Associates's FE Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 315 shares — an estimated $16K sold.

Global Wealth Strategies & Associates first reported a position in FE in Q3 2025 and held it in 3 quarters. The position peaked at $16K in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 315 FirstEnergy shares in Q2 2026, an estimated $16K.
  • Global Wealth Strategies & Associates first reported a position in FirstEnergy in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's FirstEnergy position peaked at $16K in Q1 2026.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.