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IMG Wealth Management’s FirstEnergy FE Stock Holding History

IMG 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 		$1.9K Buy
+40
New +$1.9K ﹤0.01% 470
2026
Q1 		– Sell
-88
Closed -$3.94K – 542
2025
Q4 		$3.94K Hold
88
– – ﹤0.01% 435
2025
Q3 		$4.03K Hold
88
– – ﹤0.01% 373
2025
Q2 		$3.54K Buy
+88
New +$3.63K ﹤0.01% 388

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

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

IMG Wealth Management opened a new position in FirstEnergy (FE) in Q2 2026: 40 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: IMG Wealth Management previously reported a position in FE as recently as Q4 2025.

IMG Wealth Management first reported a position in FE in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.03K in Q3 2025. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • IMG Wealth Management held 40 shares of FirstEnergy worth $1.9K as of Q2 2026.
  • FirstEnergy was a new IMG Wealth Management position in Q2 2026.
  • FirstEnergy made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #470 holding.
  • IMG Wealth Management first reported a position in FirstEnergy in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's FirstEnergy position peaked at $4.03K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.