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Investment Research & Advisory Group’s FirstEnergy FE Stock Holding History

Investment Research & Advisory 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 		$11.1K Hold
220
– – ﹤0.01% 229
2026
Q1 		$11.8K Sell
220
-420
-66% -$20.4K ﹤0.01% 198
2025
Q4 		$29.2K Hold
640
– – 0.01% 151
2025
Q3 		$29.9K Hold
640
– – 0.01% 138
2025
Q2 		$25.8K Buy
+640
New +$26.4K 0.01% 137

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

Investment Research & Advisory Group's FE Position: Q2 2026 in Review

Investment Research & Advisory Group held its FirstEnergy (FE) position steady in Q2 2026 at 220 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Investment Research & Advisory Group first reported a position in FE in Q2 2025 and has held it in 5 quarters since. The position peaked at $29.9K in Q3 2025. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Investment Research & Advisory Group held 220 shares of FirstEnergy worth $11.1K as of Q2 2026.
  • Investment Research & Advisory Group left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #229 holding.
  • Investment Research & Advisory Group first reported a position in FirstEnergy in Q2 2025 and has held it in 5 quarters since.
  • Investment Research & Advisory Group's FirstEnergy position peaked at $29.9K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.