MAS
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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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meeder Advisory Services's FE Position: Q1 2026 in Review

Meeder Advisory Services reduced its FirstEnergy (FE) stake by 7.9% in Q1 2026, selling an estimated $37.1K and leaving 8,853 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #418.

Meeder Advisory Services first reported a position in FE in Q1 2023 and has held it in 9 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Meeder Advisory Services held 8,853 shares of FirstEnergy worth $449K as of Q1 2026.
  • Meeder Advisory Services sold 764 FirstEnergy shares in Q1 2026, an estimated $37.1K.
  • FirstEnergy made up 0.02% of Meeder Advisory Services's portfolio in Q1 2026, its #418 holding.
  • Meeder Advisory Services first reported a position in FirstEnergy in Q1 2023 and has held it in 9 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.