GoalVest Advisory’s FirstEnergy FE Stock Holding History

GoalVest Advisory’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	$30.7K	Sell	646 -445	-41%	-$21.1K	0.01%	259
2026 Q1	$55.3K	Hold	1,091	–	–	0.01%	218
2025 Q4	$48.8K	Buy	1,091 +646	+145%	+$29.7K	0.01%	247
2025 Q3	$20.4K	Hold	445	–	–	﹤0.01%	292
2025 Q2	$17.9K	Buy	445 +442	+14,733%	+$18.2K	﹤0.01%	280
2025 Q1	$121	Buy	+3	New	+$119	﹤0.01%	489
2024 Q2	–	Sell	-410	Closed	-$15.8K	–	347
2024 Q1	$15.8K	Buy	410 +170	+71%	+$6.36K	0.01%	284
2023 Q4	$8.8K	Buy	240 +50	+26%	+$1.81K	﹤0.01%	260
2023 Q3	$6.49K	Buy	+190	New	+$7.07K	﹤0.01%	322

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

GoalVest Advisory's FE Position: Q2 2026 in Review

GoalVest Advisory reduced its FirstEnergy (FE) stake by 41% in Q2 2026, selling an estimated $21.1K and leaving 646 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #259.

GoalVest Advisory first reported a position in FE in Q3 2023 and has held it in 9 quarters since. The position peaked at $55.3K in Q1 2026. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

GoalVest Advisory held 646 shares of FirstEnergy worth $30.7K as of Q2 2026.
GoalVest Advisory sold 445 FirstEnergy shares in Q2 2026, an estimated $21.1K.
FirstEnergy made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #259 holding.
GoalVest Advisory first reported a position in FirstEnergy in Q3 2023 and has held it in 9 quarters since.
GoalVest Advisory's FirstEnergy position peaked at $55.3K in Q1 2026.
922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.