IFG Advisory’s FirstEnergy FE Stock Holding History

IFG Advisory’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	$87.8K	Buy	1,846 +858	+87%	+$40.7K	﹤0.01%	1130
2026 Q1	$50.1K	Buy	+988	New	+$47.9K	0.14%	135

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

IFG Advisory's FE Position: Q2 2026 in Review

IFG Advisory increased its FirstEnergy (FE) stake by 87% in Q2 2026, buying an estimated $40.7K and bringing the position to 1,846 shares worth $87.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

IFG Advisory first reported a position in FE in Q1 2026 and has held it in 2 quarters since. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

IFG Advisory held 1,846 shares of FirstEnergy worth $87.8K as of Q2 2026.
IFG Advisory bought 858 FirstEnergy shares in Q2 2026, an estimated $40.7K.
FirstEnergy made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1130 holding.
IFG Advisory first reported a position in FirstEnergy in Q1 2026 and has held it in 2 quarters since.
922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.