IAG Wealth Partners’s FirstEnergy FE Stock Holding History

IAG Wealth Partners’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 Q1	$2.69K	Hold	53	–	–	﹤0.01%	458
2025 Q4	$2.37K	Hold	53	–	–	﹤0.01%	442
2025 Q3	$2.43K	Hold	53	–	–	﹤0.01%	462
2025 Q2	$2.13K	Hold	53	–	–	﹤0.01%	437
2025 Q1	$2.14K	Hold	53	–	–	﹤0.01%	446
2024 Q4	$2.11K	Hold	53	–	–	﹤0.01%	461
2024 Q3	$2.35K	Hold	53	–	–	﹤0.01%	442
2024 Q2	$2.03K	Hold	53	–	–	﹤0.01%	450
2024 Q1	$2.05K	Hold	53	–	–	﹤0.01%	403
2023 Q4	$1.94K	Hold	53	–	–	﹤0.01%	386
2023 Q3	$1.81K	Hold	53	–	–	﹤0.01%	401
2023 Q2	$2.06K	Hold	53	–	–	﹤0.01%	406
2023 Q1	$2.12K	Hold	53	–	–	﹤0.01%	410
2022 Q4	$2.22K	Hold	53	–	–	﹤0.01%	396
2022 Q3	$2K	Hold	53	–	–	﹤0.01%	395
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	386
2022 Q1	$2K	Hold	53	–	–	﹤0.01%	398
2021 Q4	$2K	Hold	53	–	–	﹤0.01%	374
2021 Q3	$2K	Hold	53	–	–	﹤0.01%	363
2021 Q2	$2K	Hold	53	–	–	﹤0.01%	346
2021 Q1	$2K	Hold	53	–	–	﹤0.01%	340
2020 Q4	$2K	Buy	+53	New	+$1.59K	﹤0.01%	324

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAG Wealth Partners's FE Position: Q1 2026 in Review

IAG Wealth Partners held its FirstEnergy (FE) position steady in Q1 2026 at 53 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

IAG Wealth Partners first reported a position in FE in Q4 2020 and has held it in 22 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

IAG Wealth Partners held 53 shares of FirstEnergy worth $2.69K as of Q1 2026.
IAG Wealth Partners left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #458 holding.
IAG Wealth Partners first reported a position in FirstEnergy in Q4 2020 and has held it in 22 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.