HB Wealth Management’s FirstEnergy FE Stock Holding History

HB Wealth Management’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	$838K	Buy	17,626 +187	+1%	+$8.88K	﹤0.01%	821
2026 Q1	$884K	Buy	17,439 +3,838	+28%	+$186K	0.01%	714
2025 Q4	$609K	Buy	13,601 +1,079	+9%	+$49.5K	﹤0.01%	819
2025 Q3	$574K	Buy	12,522 +1,779	+17%	+$75.9K	﹤0.01%	800
2025 Q2	$433K	Buy	10,743 +366	+4%	+$15.1K	﹤0.01%	796
2025 Q1	$419K	Buy	10,377 +839	+9%	+$33.4K	﹤0.01%	825
2024 Q4	$379K	Buy	9,538 +2,454	+35%	+$103K	﹤0.01%	723
2024 Q3	$314K	Sell	7,084 -144	-2%	-$6.06K	﹤0.01%	743
2024 Q2	$277K	Buy	7,228 +1,356	+23%	+$52.6K	﹤0.01%	744
2024 Q1	$227K	Buy	+5,872	New	+$220K	﹤0.01%	758

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

HB Wealth Management's FE Position: Q2 2026 in Review

HB Wealth Management increased its FirstEnergy (FE) stake by 1.1% in Q2 2026, buying an estimated $8.88K and bringing the position to 17,626 shares worth $838K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

HB Wealth Management first reported a position in FE in Q1 2024 and has held it in 10 quarters since. The position peaked at $884K in Q1 2026. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

HB Wealth Management held 17,626 shares of FirstEnergy worth $838K as of Q2 2026.
HB Wealth Management bought 187 FirstEnergy shares in Q2 2026, an estimated $8.88K.
FirstEnergy made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #821 holding.
HB Wealth Management first reported a position in FirstEnergy in Q1 2024 and has held it in 10 quarters since.
HB Wealth Management's FirstEnergy position peaked at $884K in Q1 2026.
922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.