Merit Financial Group’s FirstEnergy FE Stock Holding History

Merit Financial Group’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	$2.12M	Buy	44,511 +1,123	+3%	+$53.3K	0.01%	730
2026 Q1	$2.2M	Buy	43,388 +1,186	+3%	+$57.5K	0.02%	638
2025 Q4	$1.89M	Buy	42,202 +1,012	+2%	+$46.5K	0.02%	670
2025 Q3	$1.89M	Buy	41,190 +761	+2%	+$32.5K	0.02%	600
2025 Q2	$1.63M	Buy	40,429 +4,112	+11%	+$170K	0.02%	596
2025 Q1	$1.47M	Buy	36,317 +6,720	+23%	+$268K	0.02%	519
2024 Q4	$1.18M	Buy	29,597 +1,415	+5%	+$59.2K	0.02%	467
2024 Q3	$1.25M	Sell	28,182 -4,867	-15%	-$205K	0.03%	364
2024 Q2	$1.26M	Sell	33,049 -126	-0.4%	-$4.89K	0.03%	359
2024 Q1	$1.3M	Buy	+33,175	New	+$1.24M	0.03%	340
2023 Q4	–	Sell	-7,012	Closed	-$240K	–	790
2023 Q3	$240K	Sell	7,012 -575	-8%	-$21.4K	0.01%	647
2023 Q2	$295K	Buy	+7,587	New	+$298K	0.01%	597

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 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

Merit Financial Group's FE Position: Q2 2026 in Review

Merit Financial Group increased its FirstEnergy (FE) stake by 2.6% in Q2 2026, buying an estimated $53.3K and bringing the position to 44,511 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #730.

Merit Financial Group first reported a position in FE in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.2M in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Merit Financial Group held 44,511 shares of FirstEnergy worth $2.12M as of Q2 2026.
Merit Financial Group bought 1,123 FirstEnergy shares in Q2 2026, an estimated $53.3K.
FirstEnergy made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #730 holding.
Merit Financial Group first reported a position in FirstEnergy in Q2 2023 and has held it in 12 quarters since.
Merit Financial Group's FirstEnergy position peaked at $2.2M in Q1 2026.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.