Halbert Hargrove Global Advisors
FE icon

Halbert Hargrove Global Advisors’s FirstEnergy FE Stock Holding History

Halbert Hargrove Global 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
Q3 		– Sell
-3
Closed -$145 – 483
2026
Q2 		$145 Buy
+3
New +$142 ﹤0.01% 686
2025
Q2 		– Sell
-47
Closed -$1.9K – 431
2025
Q1 		$1.9K Buy
+47
New +$1.87K ﹤0.01% 406

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Halbert Hargrove Global Advisors's FE Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of FirstEnergy (FE) in Q3 2026, closing a stake of 3 shares — an estimated $145 sold.

Halbert Hargrove Global Advisors first reported a position in FE in Q1 2025 and held it in 2 quarters. The position peaked at $1.9K in Q1 2025. 547 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining FirstEnergy position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 3 FirstEnergy shares in Q3 2026, an estimated $145.
  • Halbert Hargrove Global Advisors first reported a position in FirstEnergy in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's FirstEnergy position peaked at $1.9K in Q1 2025.
  • 547 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.