Holos Integrated Wealth’s FirstEnergy FE Stock Holding History

Holos Integrated Wealth’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	$3.53K	Hold	73	–	–	﹤0.01%	318
2026 Q1	$3.72K	Hold	73	–	–	﹤0.01%	314
2025 Q4	$3.3K	Hold	73	–	–	﹤0.01%	253
2025 Q3	$3.42K	Hold	73	–	–	﹤0.01%	249
2025 Q2	$3.16K	Hold	73	–	–	﹤0.01%	256
2025 Q1	$2.95K	Hold	73	–	–	﹤0.01%	262
2024 Q4	$2.9K	Buy	+73	New	+$3.05K	﹤0.01%	264

Other funds holding FE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Holos Integrated Wealth's FE Position: Q2 2026 in Review

Holos Integrated Wealth held its FirstEnergy (FE) position steady in Q2 2026 at 73 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Holos Integrated Wealth first reported a position in FE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.72K in Q1 2026. 227 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Holos Integrated Wealth held 73 shares of FirstEnergy worth $3.53K as of Q2 2026.
Holos Integrated Wealth left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #318 holding.
Holos Integrated Wealth first reported a position in FirstEnergy in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's FirstEnergy position peaked at $3.72K in Q1 2026.
227 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.