KWM
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Kiker Wealth Management’s FirstEnergy FE Stock Holding History

Kiker 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 		– Sell
-15,495
Closed -$785K – 169
2026
Q1 		$785K Buy
+15,495
New +$752K 0.37% 40
2025
Q4 		– Sell
-14,422
Closed -$661K – 59
2025
Q3 		$661K Buy
+14,422
New +$616K 0.33% 53

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

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

Kiker Wealth Management sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 15,495 shares — an estimated $785K sold.

Kiker Wealth Management first reported a position in FE in Q3 2025 and held it in 2 quarters. The position peaked at $785K in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Kiker Wealth Management reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
  • Kiker Wealth Management sold 15,495 FirstEnergy shares in Q2 2026, an estimated $785K.
  • Kiker Wealth Management first reported a position in FirstEnergy in Q3 2025 and held it in 2 quarters.
  • Kiker Wealth Management's FirstEnergy position peaked at $785K in Q1 2026.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.