Lionshead Wealth Management’s FirstEnergy FE Stock Holding History

Lionshead 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	$252K	Buy	5,293 +11	+0.2%	+$522	0.16%	94
2026 Q1	$268K	Hold	5,282	–	–	0.2%	86
2025 Q4	$236K	Hold	5,282	–	–	0.18%	94
2025 Q3	$242K	Buy	5,282 +12	+0.2%	+$512	0.19%	91
2025 Q2	$212K	Sell	5,270 -13	-0.2%	-$536	0.2%	88
2025 Q1	$214K	Sell	5,283 -13	-0.2%	-$518	0.22%	85
2024 Q4	$211K	Buy	+5,296	New	+$221K	0.15%	108

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $39B AUM 18.55% 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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Lionshead Wealth Management's FE Position: Q2 2026 in Review

Lionshead Wealth Management increased its FirstEnergy (FE) stake by 0.21% in Q2 2026, buying an estimated $522 and bringing the position to 5,293 shares worth $252K. The position accounts for 0.16% of the portfolio, ranked #94.

Lionshead Wealth Management first reported a position in FE in Q4 2024 and has held it in 7 quarters since. The position peaked at $268K in Q1 2026. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Lionshead Wealth Management held 5,293 shares of FirstEnergy worth $252K as of Q2 2026.
Lionshead Wealth Management bought 11 FirstEnergy shares in Q2 2026, an estimated $522.
FirstEnergy made up 0.16% of Lionshead Wealth Management's portfolio in Q2 2026, its #94 holding.
Lionshead Wealth Management first reported a position in FirstEnergy in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's FirstEnergy position peaked at $268K in Q1 2026.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.