Medallion Wealth Advisors’s FirstEnergy FE Stock Holding History

Medallion Wealth Advisors’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 Q1	$10.1K	Hold	200	–	–	﹤0.01%	762
2025 Q4	$8.95K	Hold	200	–	–	﹤0.01%	764
2025 Q3	$9.16K	Hold	200	–	–	﹤0.01%	761
2025 Q2	$8.08K	Hold	200	–	–	﹤0.01%	762
2025 Q1	$8.08K	Hold	200	–	–	﹤0.01%	721
2024 Q4	$7.96K	Buy	+200	New	+$8.36K	﹤0.01%	699

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Medallion Wealth Advisors's FE Position: Q1 2026 in Review

Medallion Wealth Advisors held its FirstEnergy (FE) position steady in Q1 2026 at 200 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Medallion Wealth Advisors first reported a position in FE in Q4 2024 and has held it in 6 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Medallion Wealth Advisors held 200 shares of FirstEnergy worth $10.1K as of Q1 2026.
Medallion Wealth Advisors left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #762 holding.
Medallion Wealth Advisors first reported a position in FirstEnergy in Q4 2024 and has held it in 6 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.