Lloyd Advisory Services’s FirstEnergy FE Stock Holding History

Lloyd Advisory Services’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	$227K	Buy	+4,768	New	+$226K	0.09%	103
2026 Q1	–	Sell	-3,592	Closed	-$161K	–	907
2025 Q4	$161K	Buy	+3,592	New	+$165K	0.06%	136
2024 Q2	–	Sell	-17,940	Closed	-$693K	–	128
2024 Q1	$693K	Buy	+17,940	New	+$671K	0.15%	112
2023 Q4	–	Sell	-12,540	Closed	-$429K	–	212
2023 Q3	$429K	Buy	+12,540	New	+$467K	0.14%	146
2022 Q2	–	Sell	-631	Closed	-$29K	–	225
2022 Q1	$29K	Buy	631 +47	+8%	+$1.99K	0.01%	295
2021 Q4	$24K	Buy	584 +49	+9%	+$1.89K	0.01%	277
2021 Q3	$19K	Buy	535 +234	+78%	+$8.88K	0.01%	254
2021 Q2	$11K	Buy	301 +116	+63%	+$4.31K	0.01%	271
2021 Q1	$6K	Hold	185	–	–	﹤0.01%	273
2020 Q4	$6K	Hold	185	–	–	﹤0.01%	233
2020 Q3	$5K	Buy	+185	New	+$5.8K	﹤0.01%	226

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

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

Lloyd Advisory Services's FE Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in FirstEnergy (FE) in Q2 2026: 4,768 shares worth $227K. The stake represents 0.09% of the portfolio and ranks #103 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in FE as recently as Q4 2025.

Lloyd Advisory Services first reported a position in FE in Q3 2020 and has held it in 11 quarters since. The position peaked at $693K in Q1 2024. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Lloyd Advisory Services held 4,768 shares of FirstEnergy worth $227K as of Q2 2026.
FirstEnergy was a new Lloyd Advisory Services position in Q2 2026.
FirstEnergy made up 0.09% of Lloyd Advisory Services's portfolio in Q2 2026, its #103 holding.
Lloyd Advisory Services first reported a position in FirstEnergy in Q3 2020 and has held it in 11 quarters since.
Lloyd Advisory Services's FirstEnergy position peaked at $693K in Q1 2024.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.