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Laurel Oak Wealth Management’s FirstEnergy FE Stock Holding History

Laurel Oak 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 		$670K Buy
14,103
+55
+0.4% +$2.61K 0.1% 164
2026
Q1 		$712K Buy
14,048
+1,648
+13% +$79.9K 0.12% 146
2025
Q4 		$555K Buy
+12,400
New +$569K 0.09% 173

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

Laurel Oak Wealth Management's FE Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its FirstEnergy (FE) stake by 0.39% in Q2 2026, buying an estimated $2.61K and bringing the position to 14,103 shares worth $670K. The position accounts for 0.1% of the portfolio, ranked #164.

Laurel Oak Wealth Management first reported a position in FE in Q4 2025 and has held it in 3 quarters since. The position peaked at $712K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Laurel Oak Wealth Management held 14,103 shares of FirstEnergy worth $670K as of Q2 2026.
  • Laurel Oak Wealth Management bought 55 FirstEnergy shares in Q2 2026, an estimated $2.61K.
  • FirstEnergy made up 0.1% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Laurel Oak Wealth Management first reported a position in FirstEnergy in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's FirstEnergy position peaked at $712K in Q1 2026.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.