Meeder Advisory Services’s FirstEnergy FE Stock Holding History

Meeder 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	$427K	Buy	8,985 +132	+1%	+$6.27K	0.02%	469
2026 Q1	$449K	Sell	8,853 -764	-8%	-$37.1K	0.02%	418
2025 Q4	$431K	Buy	9,617 +1,922	+25%	+$88.3K	0.02%	426
2025 Q3	$353K	Sell	7,695 -272	-3%	-$11.6K	0.02%	451
2025 Q2	$321K	Buy	7,967 +544	+7%	+$22.4K	0.02%	474
2025 Q1	$300K	Sell	7,423 -477	-6%	-$19K	0.02%	458
2024 Q4	$314K	Buy	7,900 +193	+3%	+$8.07K	0.02%	441
2024 Q3	$342K	Buy	7,707 +982	+15%	+$41.3K	0.02%	411
2024 Q2	$257K	Buy	+6,725	New	+$261K	0.02%	436
2023 Q2	–	Sell	-5,496	Closed	-$220K	–	441
2023 Q1	$220K	Buy	+5,496	New	+$222K	0.03%	398

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $39B AUM 18.55% 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

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

Meeder Advisory Services increased its FirstEnergy (FE) stake by 1.5% in Q2 2026, buying an estimated $6.27K and bringing the position to 8,985 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #469.

Meeder Advisory Services first reported a position in FE in Q1 2023 and has held it in 10 quarters since. The position peaked at $449K in Q1 2026. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Meeder Advisory Services held 8,985 shares of FirstEnergy worth $427K as of Q2 2026.
Meeder Advisory Services bought 132 FirstEnergy shares in Q2 2026, an estimated $6.27K.
FirstEnergy made up 0.02% of Meeder Advisory Services's portfolio in Q2 2026, its #469 holding.
Meeder Advisory Services first reported a position in FirstEnergy in Q1 2023 and has held it in 10 quarters since.
Meeder Advisory Services's FirstEnergy position peaked at $449K in Q1 2026.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

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