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Kingswood Wealth Advisors’s FirstEnergy FE Stock Holding History

Kingswood Wealth Advisors’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 		$245K Buy
5,157
+22
+0.4% +$1.04K 0.01% 871
2026
Q1 		$260K Buy
+5,135
New +$249K 0.01% 771

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

Kingswood Wealth Advisors's FE Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its FirstEnergy (FE) stake by 0.43% in Q2 2026, buying an estimated $1.04K and bringing the position to 5,157 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #871.

Kingswood Wealth Advisors first reported a position in FE in Q1 2026 and has held it in 2 quarters since. The position peaked at $260K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Kingswood Wealth Advisors held 5,157 shares of FirstEnergy worth $245K as of Q2 2026.
  • Kingswood Wealth Advisors bought 22 FirstEnergy shares in Q2 2026, an estimated $1.04K.
  • FirstEnergy made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #871 holding.
  • Kingswood Wealth Advisors first reported a position in FirstEnergy in Q1 2026 and has held it in 2 quarters since.
  • Kingswood Wealth Advisors's FirstEnergy position peaked at $260K in Q1 2026.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.