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HFM Investment Advisors’s FirstEnergy FE Stock Holding History

HFM Investment 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 		$8.13K Buy
171
+13
+8% +$617 ﹤0.01% 135
2026
Q1 		$8K Hold
158
– – ﹤0.01% 128
2025
Q4 		$7.07K Hold
158
– – ﹤0.01% 149
2025
Q3 		$7.24K Sell
158
-1
-0.6% -$43 ﹤0.01% 105
2025
Q2 		$6.4K Buy
159
+11
+7% +$454 ﹤0.01% 108
2025
Q1 		$5.98K Buy
+148
New +$5.89K ﹤0.01% 100

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

HFM Investment Advisors's FE Position: Q2 2026 in Review

HFM Investment Advisors increased its FirstEnergy (FE) stake by 8.2% in Q2 2026, buying an estimated $617 and bringing the position to 171 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

HFM Investment Advisors first reported a position in FE in Q1 2025 and has held it in 6 quarters since. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • HFM Investment Advisors held 171 shares of FirstEnergy worth $8.13K as of Q2 2026.
  • HFM Investment Advisors bought 13 FirstEnergy shares in Q2 2026, an estimated $617.
  • FirstEnergy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #135 holding.
  • HFM Investment Advisors first reported a position in FirstEnergy in Q1 2025 and has held it in 6 quarters since.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.