IAAG
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Innovative Asset Advisors Group’s FirstEnergy FE Stock Holding History

Innovative Asset Advisors Group’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
-43
Closed -$2.18K – 542
2026
Q1 		$2.18K Buy
+43
New +$2.09K ﹤0.01% 892

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

Innovative Asset Advisors Group's FE Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 43 shares — an estimated $2.18K sold.

Innovative Asset Advisors Group first reported a position in FE in Q1 2026 and held it in 1 quarter. The position peaked at $2.18K in Q1 2026. 880 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 43 FirstEnergy shares in Q2 2026, an estimated $2.18K.
  • Innovative Asset Advisors Group first reported a position in FirstEnergy in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's FirstEnergy position peaked at $2.18K in Q1 2026.
  • 880 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.