MWM
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Meridian Wealth Management’s FirstEnergy FE Stock Holding History

Meridian 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 		$4.53M Sell
95,358
-8,836
-8% -$420K 0.14% 141
2026
Q1 		$5.28M Buy
104,194
+6,798
+7% +$330K 0.19% 109
2025
Q4 		$4.36M Sell
97,396
-3,493
-3% -$160K 0.15% 118
2025
Q3 		$4.62M Buy
100,889
+6,868
+7% +$293K 0.18% 110
2025
Q2 		$3.79M Sell
94,021
-6,100
-6% -$252K 0.16% 134
2025
Q1 		$4.05M Buy
100,121
+9,992
+11% +$398K 0.2% 116
2024
Q4 		$3.59M Sell
90,129
-8,586
-9% -$359K 0.17% 130
2024
Q3 		$4.38M Buy
+98,715
New +$4.15M 0.22% 105
2024
Q2 		– Sell
-93,382
Closed -$3.61M – 368
2024
Q1 		$3.61M Buy
93,382
+4,523
+5% +$169K 0.6% 30
2023
Q4 		$3.26M Sell
88,859
-79,173
-47% -$2.87M 0.21% 111
2023
Q3 		$5.74M Buy
168,032
+92,375
+122% +$3.44M 0.35% 56
2023
Q2 		$2.94M Buy
75,657
+2,441
+3% +$95.8K 0.25% 85
2023
Q1 		$2.93M Buy
73,216
+11,825
+19% +$478K 0.26% 91
2022
Q4 		$2.57M Sell
61,391
-2,190
-3% -$85.6K 0.25% 92
2022
Q3 		$2.35M Sell
63,581
-2,288
-3% -$90.4K 0.25% 94
2022
Q2 		$2.53M Sell
65,869
-9,635
-13% -$411K 0.21% 121
2022
Q1 		$3.46M Sell
75,504
-304
-0.4% -$12.9K 0.38% 56
2021
Q4 		$3.15M Buy
75,808
+4,004
+6% +$154K 0.34% 66
2021
Q3 		$2.56M Buy
71,804
+4,263
+6% +$162K 0.32% 69
2021
Q2 		$2.51M Buy
67,541
+6,253
+10% +$232K 0.32% 65
2021
Q1 		$2.13M Buy
61,288
+12,472
+26% +$407K 0.31% 72
2020
Q4 		$1.49M Buy
+48,816
New +$1.46M 0.24% 87

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Meridian Wealth Management reduced its FirstEnergy (FE) stake by 8.5% in Q2 2026, selling an estimated $420K and leaving 95,358 shares worth $4.53M. The position accounts for 0.14% of the portfolio, ranked #141.

Meridian Wealth Management first reported a position in FE in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.74M in Q3 2023. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Meridian Wealth Management held 95,358 shares of FirstEnergy worth $4.53M as of Q2 2026.
  • Meridian Wealth Management sold 8,836 FirstEnergy shares in Q2 2026, an estimated $420K.
  • FirstEnergy made up 0.14% of Meridian Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Meridian Wealth Management first reported a position in FirstEnergy in Q4 2020 and has held it in 22 quarters since.
  • Meridian Wealth Management's FirstEnergy position peaked at $5.74M in Q3 2023.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.