Lineweaver Wealth Advisors’s FirstEnergy FE Stock Holding History

Lineweaver Wealth 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	–	Sell	-5,696	Closed	-$255K	–	177
2025 Q4	$255K	Buy	+5,696	New	+$262K	0.03%	166

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lineweaver Wealth Advisors's FE Position: Q1 2026 in Review

Lineweaver Wealth Advisors sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 5,696 shares — an estimated $255K sold.

Lineweaver Wealth Advisors first reported a position in FE in Q4 2025 and held it in 1 quarter. The position peaked at $255K in Q4 2025. 929 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Lineweaver Wealth Advisors reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
Lineweaver Wealth Advisors sold 5,696 FirstEnergy shares in Q1 2026, an estimated $255K.
Lineweaver Wealth Advisors first reported a position in FirstEnergy in Q4 2025 and held it in 1 quarter.
Lineweaver Wealth Advisors's FirstEnergy position peaked at $255K in Q4 2025.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.