IWC
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Integrated Wealth Concepts’s FirstEnergy FE Stock Holding History

Integrated Wealth Concepts’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 		$737K Buy
15,512
+5,440
+54% +$258K ﹤0.01% 1417
2026
Q1 		$510K Buy
+10,072
New +$488K ﹤0.01% 1531
2025
Q4 		– Sell
-10,389
Closed -$476K – 1766
2025
Q3 		$476K Buy
10,389
+1,691
+19% +$72.2K ﹤0.01% 1373
2025
Q2 		$350K Buy
8,698
+1,544
+22% +$63.7K ﹤0.01% 1477
2025
Q1 		$289K Buy
+7,154
New +$285K ﹤0.01% 1423
2024
Q4 		– Sell
-7,711
Closed -$342K – 1743
2024
Q3 		$342K Buy
7,711
+970
+14% +$40.8K ﹤0.01% 1256
2024
Q2 		$258K Buy
6,741
+386
+6% +$15K ﹤0.01% 1398
2024
Q1 		$245K Buy
6,355
+382
+6% +$14.3K ﹤0.01% 1425
2023
Q4 		$219K Buy
5,973
+70
+1% +$2.53K ﹤0.01% 1424
2023
Q3 		$202K Buy
5,903
+84
+1% +$3.13K ﹤0.01% 1413
2023
Q2 		$226K Buy
5,819
+808
+16% +$31.7K ﹤0.01% 1362
2023
Q1 		$201K Buy
+5,011
New +$202K ﹤0.01% 1220

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

Integrated Wealth Concepts's FE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its FirstEnergy (FE) stake by 54% in Q2 2026, buying an estimated $258K and bringing the position to 15,512 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Integrated Wealth Concepts first reported a position in FE in Q1 2023 and has held it in 12 quarters since. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Integrated Wealth Concepts held 15,512 shares of FirstEnergy worth $737K as of Q2 2026.
  • Integrated Wealth Concepts bought 5,440 FirstEnergy shares in Q2 2026, an estimated $258K.
  • FirstEnergy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1417 holding.
  • Integrated Wealth Concepts first reported a position in FirstEnergy in Q1 2023 and has held it in 12 quarters since.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.