Magnolia Wealth Management’s FirstEnergy FE Stock Holding History

Magnolia 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	–	Sell	-175	Closed	-$8.87K	–	81
2026 Q1	$8.87K	Buy	+175	New	+$8.49K	0.01%	145

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

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

Magnolia Wealth Management sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 175 shares — an estimated $8.87K sold.

Magnolia Wealth Management first reported a position in FE in Q1 2026 and held it in 1 quarter. The position peaked at $8.87K in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Magnolia Wealth Management reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
Magnolia Wealth Management sold 175 FirstEnergy shares in Q2 2026, an estimated $8.87K.
Magnolia Wealth Management first reported a position in FirstEnergy in Q1 2026 and held it in 1 quarter.
Magnolia Wealth Management's FirstEnergy position peaked at $8.87K in Q1 2026.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.