LWM Advisory Services’s FirstEnergy FE Stock Holding History

LWM 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	$538K	Hold	11,309	–	–	0.96%	30
2026 Q1	$573K	Sell	11,309 -601	-5%	-$29.1K	0.61%	33
2025 Q4	$533K	Buy	11,910 +193	+2%	+$8.86K	0.31%	45
2025 Q3	$537K	Sell	11,717 -357	-3%	-$15.2K	0.31%	51
2025 Q2	$486K	Buy	12,074 +1,900	+19%	+$78.4K	0.34%	54
2025 Q1	$411K	Hold	10,174	–	–	0.29%	67
2024 Q4	$405K	Sell	10,174 -441	-4%	-$18.4K	0.28%	63
2024 Q3	$471K	Sell	10,615 -317	-3%	-$13.3K	0.35%	54
2024 Q2	$418K	Sell	10,932 -937	-8%	-$36.3K	0.35%	50
2024 Q1	$458K	Buy	+11,869	New	+$444K	0.37%	52

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

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

LWM Advisory Services held its FirstEnergy (FE) position steady in Q2 2026 at 11,309 shares worth $538K. The position accounts for 0.96% of the portfolio, ranked #30.

LWM Advisory Services first reported a position in FE in Q1 2024 and has held it in 10 quarters since. The position peaked at $573K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

LWM Advisory Services held 11,309 shares of FirstEnergy worth $538K as of Q2 2026.
LWM Advisory Services left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up 0.96% of LWM Advisory Services's portfolio in Q2 2026, its #30 holding.
LWM Advisory Services first reported a position in FirstEnergy in Q1 2024 and has held it in 10 quarters since.
LWM Advisory Services's FirstEnergy position peaked at $573K in Q1 2026.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.