IWM
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IHT Wealth Management’s FirstEnergy FE Stock Holding History

IHT 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 		– Sell
-5,373
Closed -$272K – 1288
2026
Q1 		$272K Buy
5,373
+522
+11% +$25.3K 0.01% 1042
2025
Q4 		$217K Sell
4,851
-738
-13% -$33.9K 0.01% 1102
2025
Q3 		$256K Sell
5,589
-88
-2% -$3.76K 0.01% 1005
2025
Q2 		$229K Buy
5,677
+77
+1% +$3.18K 0.01% 1025
2025
Q1 		$226K Sell
5,600
-1,276
-19% -$50.8K 0.01% 970
2024
Q4 		$274K Sell
6,876
-3,655
-35% -$153K 0.01% 884
2024
Q3 		$468K Buy
10,531
+1,187
+13% +$50K 0.01% 741
2024
Q2 		$358K Buy
9,344
+129
+1% +$5K 0.01% 740
2024
Q1 		$356K Buy
9,215
+479
+5% +$17.9K 0.01% 737
2023
Q4 		$320K Buy
8,736
+1,157
+15% +$41.9K 0.01% 744
2023
Q3 		$259K Buy
7,579
+1,754
+30% +$65.3K 0.01% 789
2023
Q2 		$226K Buy
5,825
+228
+4% +$8.95K 0.01% 831
2023
Q1 		$224K Buy
5,597
+43
+0.8% +$1.74K 0.01% 809
2022
Q4 		$233K Buy
+5,554
New +$217K 0.01% 763
2022
Q2 		– Sell
-5,989
Closed -$275K – 759
2022
Q1 		$275K Buy
+5,989
New +$253K 0.02% 597
2021
Q3 		– Sell
-6,786
Closed -$252K – 867
2021
Q2 		$252K Buy
+6,786
New +$252K 0.02% 779
2017
Q1 		– Sell
-184
Closed -$6K – 1282
2016
Q4 		$6K Buy
+184
New +$5.89K ﹤0.01% 880

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

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

IHT Wealth Management sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 5,373 shares — an estimated $272K sold.

IHT Wealth Management first reported a position in FE in Q4 2016 and held it in 17 quarters. The position peaked at $468K in Q3 2024. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • IHT Wealth Management reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 5,373 FirstEnergy shares in Q2 2026, an estimated $272K.
  • IHT Wealth Management first reported a position in FirstEnergy in Q4 2016 and held it in 17 quarters.
  • IHT Wealth Management's FirstEnergy position peaked at $468K in Q3 2024.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.