Lido Advisors
FE icon

Lido Advisors’s FirstEnergy FE Stock Holding History

Lido 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 		$4.63M Buy
97,434
+82,966
+573% +$3.94M 0.01% 521
2026
Q1 		$733K Buy
14,468
+3,447
+31% +$167K ﹤0.01% 1114
2025
Q4 		$504K Buy
11,021
+127
+1% +$5.83K ﹤0.01% 1292
2025
Q3 		$499K Buy
10,894
+1,781
+20% +$76K ﹤0.01% 1232
2025
Q2 		$367K Buy
9,113
+478
+6% +$19.7K ﹤0.01% 1245
2025
Q1 		$349K Sell
8,635
-1,081
-11% -$43K ﹤0.01% 1152
2024
Q4 		$387K Buy
9,716
+101
+1% +$4.22K ﹤0.01% 1095
2024
Q3 		$426K Sell
9,615
-1,160
-11% -$48.8K ﹤0.01% 1008
2024
Q2 		$412K Sell
10,775
-4,868
-31% -$189K ﹤0.01% 995
2024
Q1 		$604K Buy
15,643
+7,998
+105% +$299K ﹤0.01% 845
2023
Q4 		$280K Buy
7,645
+703
+10% +$25.4K ﹤0.01% 1060
2023
Q3 		$237K Sell
6,942
-1,788
-20% -$66.5K ﹤0.01% 1022
2023
Q2 		$339K Buy
+8,730
New +$343K ﹤0.01% 868

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

Lido Advisors's FE Position: Q2 2026 in Review

Lido Advisors increased its FirstEnergy (FE) stake by 573% in Q2 2026, buying an estimated $3.94M and bringing the position to 97,434 shares worth $4.63M. The position accounts for 0.01% of the portfolio, ranked #521.

Lido Advisors first reported a position in FE in Q2 2023 and has held it in 13 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Lido Advisors held 97,434 shares of FirstEnergy worth $4.63M as of Q2 2026.
  • Lido Advisors bought 82,966 FirstEnergy shares in Q2 2026, an estimated $3.94M.
  • FirstEnergy made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #521 holding.
  • Lido Advisors first reported a position in FirstEnergy in Q2 2023 and has held it in 13 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.