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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lifeworks Advisors's FE Position: Q1 2026 in Review

Lifeworks Advisors increased its FirstEnergy (FE) stake by 51% in Q1 2026, buying an estimated $140K and bringing the position to 8,505 shares worth $431K. The position accounts for 0.06% of the portfolio, ranked #210.

Lifeworks Advisors first reported a position in FE in Q4 2025 and has held it in 2 quarters since. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Lifeworks Advisors held 8,505 shares of FirstEnergy worth $431K as of Q1 2026.
Lifeworks Advisors bought 2,883 FirstEnergy shares in Q1 2026, an estimated $140K.
FirstEnergy made up 0.06% of Lifeworks Advisors's portfolio in Q1 2026, its #210 holding.
Lifeworks Advisors first reported a position in FirstEnergy in Q4 2025 and has held it in 2 quarters since.
924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.