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Lakeridge Wealth Management’s FirstEnergy FE Stock Holding History

Lakeridge 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 		$304K Sell
6,392
-238
-4% -$11.3K 0.11% 143
2026
Q1 		$336K Sell
6,630
-2,933
-31% -$142K 0.14% 124
2025
Q4 		$428K Buy
+9,563
New +$439K 0.19% 106

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

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

Lakeridge Wealth Management reduced its FirstEnergy (FE) stake by 3.6% in Q2 2026, selling an estimated $11.3K and leaving 6,392 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #143.

Lakeridge Wealth Management first reported a position in FE in Q4 2025 and has held it in 3 quarters since. The position peaked at $428K in Q4 2025. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Lakeridge Wealth Management held 6,392 shares of FirstEnergy worth $304K as of Q2 2026.
  • Lakeridge Wealth Management sold 238 FirstEnergy shares in Q2 2026, an estimated $11.3K.
  • FirstEnergy made up 0.11% of Lakeridge Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Lakeridge Wealth Management first reported a position in FirstEnergy in Q4 2025 and has held it in 3 quarters since.
  • Lakeridge Wealth Management's FirstEnergy position peaked at $428K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.