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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
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 $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

Meridian Wealth Management's FE Position: Q1 2026 in Review

Meridian Wealth Management increased its FirstEnergy (FE) stake by 7% in Q1 2026, buying an estimated $330K and bringing the position to 104,194 shares worth $5.28M. The position accounts for 0.19% of the portfolio, ranked #109.

Meridian Wealth Management first reported a position in FE in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.74M in Q3 2023. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Meridian Wealth Management held 104,194 shares of FirstEnergy worth $5.28M as of Q1 2026.
  • Meridian Wealth Management bought 6,798 FirstEnergy shares in Q1 2026, an estimated $330K.
  • FirstEnergy made up 0.19% of Meridian Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Meridian Wealth Management first reported a position in FirstEnergy in Q4 2020 and has held it in 21 quarters since.
  • Meridian Wealth Management's FirstEnergy position peaked at $5.74M in Q3 2023.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.