Measured Wealth Private Client Group’s FirstEnergy FE Stock Holding History

Measured Wealth Private Client Group’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	$16.2K	Hold	341	–	–	﹤0.01%	528
2026 Q1	$17.3K	Hold	341	–	–	﹤0.01%	507
2025 Q4	$15.3K	Hold	341	–	–	﹤0.01%	523
2025 Q3	$15.6K	Buy	+341	New	+$14.6K	﹤0.01%	510
2021 Q3	–	Sell	-9,262	Closed	-$345K	–	163
2021 Q2	$345K	Buy	9,262 +2,789	+43%	+$104K	0.11%	122
2021 Q1	$225K	Buy	+6,473	New	+$211K	0.08%	143
2018 Q4	–	Sell	-284	Closed	-$10K	–	301
2018 Q3	$10K	Buy	+284	New	+$10.4K	0.01%	614

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

Measured Wealth Private Client Group's FE Position: Q2 2026 in Review

Measured Wealth Private Client Group held its FirstEnergy (FE) position steady in Q2 2026 at 341 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Measured Wealth Private Client Group first reported a position in FE in Q3 2018 and has held it in 7 quarters since. The position peaked at $345K in Q2 2021. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Measured Wealth Private Client Group held 341 shares of FirstEnergy worth $16.2K as of Q2 2026.
Measured Wealth Private Client Group left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #528 holding.
Measured Wealth Private Client Group first reported a position in FirstEnergy in Q3 2018 and has held it in 7 quarters since.
Measured Wealth Private Client Group's FirstEnergy position peaked at $345K in Q2 2021.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.