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Kestra Private Wealth Services’s FirstEnergy FE Stock Holding History

Kestra Private Wealth Services’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 		$285K Buy
5,992
+189
+3% +$8.97K ﹤0.01% 1520
2026
Q1 		$294K Sell
5,803
-369
-6% -$17.9K ﹤0.01% 1464
2025
Q4 		$276K Sell
6,172
-213
-3% -$9.78K ﹤0.01% 1463
2025
Q3 		$293K Sell
6,385
-14,529
-69% -$620K ﹤0.01% 1376
2025
Q2 		$842K Sell
20,914
-60
-0.3% -$2.48K 0.01% 806
2025
Q1 		$848K Buy
20,974
+412
+2% +$16.4K 0.01% 739
2024
Q4 		$818K Buy
20,562
+2,195
+12% +$91.8K 0.01% 723
2024
Q3 		$815K Buy
+18,367
New +$773K 0.01% 676
2023
Q3 		– Sell
-9,812
Closed -$381K – 1188
2023
Q2 		$381K Sell
9,812
-69
-0.7% -$2.71K 0.01% 732
2023
Q1 		$396K Buy
9,881
+1,207
+14% +$48.8K 0.02% 671
2022
Q4 		$364K Sell
8,674
-937
-10% -$36.6K 0.02% 615
2022
Q3 		$356K Sell
9,611
-1,063
-10% -$42K 0.02% 595
2022
Q2 		$410K Sell
10,674
-128
-1% -$5.46K 0.02% 564
2022
Q1 		$495K Sell
10,802
-742
-6% -$31.4K 0.02% 581
2021
Q4 		$480K Buy
11,544
+41
+0.4% +$1.58K 0.02% 608
2021
Q3 		$410K Buy
11,503
+1,295
+13% +$49.1K 0.02% 597
2021
Q2 		$380K Buy
10,208
+1,844
+22% +$68.6K 0.02% 588
2021
Q1 		$290K Buy
8,364
+705
+9% +$23K 0.02% 607
2020
Q4 		$231K Sell
7,659
-1,484
-16% -$44.5K 0.02% 631
2020
Q3 		$262K Buy
+9,143
New +$287K 0.02% 527

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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

Kestra Private Wealth Services's FE Position: Q2 2026 in Review

Kestra Private Wealth Services increased its FirstEnergy (FE) stake by 3.3% in Q2 2026, buying an estimated $8.97K and bringing the position to 5,992 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Kestra Private Wealth Services first reported a position in FE in Q3 2020 and has held it in 20 quarters since. The position peaked at $848K in Q1 2025. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Kestra Private Wealth Services held 5,992 shares of FirstEnergy worth $285K as of Q2 2026.
  • Kestra Private Wealth Services bought 189 FirstEnergy shares in Q2 2026, an estimated $8.97K.
  • FirstEnergy made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1520 holding.
  • Kestra Private Wealth Services first reported a position in FirstEnergy in Q3 2020 and has held it in 20 quarters since.
  • Kestra Private Wealth Services's FirstEnergy position peaked at $848K in Q1 2025.
  • 931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.