LA
FE icon

Lifeworks Advisors’s FirstEnergy FE Stock Holding History

Lifeworks 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 		$446K Buy
9,372
+867
+10% +$41.2K 0.05% 216
2026
Q1 		$431K Buy
8,505
+2,883
+51% +$140K 0.06% 210
2025
Q4 		$252K Buy
+5,622
New +$258K 0.03% 288

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

Lifeworks Advisors's FE Position: Q2 2026 in Review

Lifeworks Advisors increased its FirstEnergy (FE) stake by 10% in Q2 2026, buying an estimated $41.2K and bringing the position to 9,372 shares worth $446K. The position accounts for 0.05% of the portfolio, ranked #216.

Lifeworks Advisors first reported a position in FE in Q4 2025 and has held it in 3 quarters since. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Lifeworks Advisors held 9,372 shares of FirstEnergy worth $446K as of Q2 2026.
  • Lifeworks Advisors bought 867 FirstEnergy shares in Q2 2026, an estimated $41.2K.
  • FirstEnergy made up 0.05% of Lifeworks Advisors's portfolio in Q2 2026, its #216 holding.
  • Lifeworks Advisors first reported a position in FirstEnergy in Q4 2025 and has held it in 3 quarters since.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.