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MJT & Associates Financial Advisory’s FirstEnergy FE Stock Holding History

MJT & Associates Financial Advisory’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 		$47.5K Hold
1,000
– – 0.03% 83
2026
Q1 		$50.7K Hold
1,000
– – 0.04% 78
2025
Q4 		$44.8K Hold
1,000
– – 0.03% 85
2025
Q3 		$45.8K Hold
1,000
– – 0.04% 85
2025
Q2 		$40.3K Hold
1,000
– – 0.05% 101
2025
Q1 		$40.4K Buy
+1,000
New +$39.8K 0.04% 108

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

MJT & Associates Financial Advisory's FE Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its FirstEnergy (FE) position steady in Q2 2026 at 1,000 shares worth $47.5K. The position accounts for 0.03% of the portfolio, ranked #83.

MJT & Associates Financial Advisory first reported a position in FE in Q1 2025 and has held it in 6 quarters since. The position peaked at $50.7K in Q1 2026. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • MJT & Associates Financial Advisory held 1,000 shares of FirstEnergy worth $47.5K as of Q2 2026.
  • MJT & Associates Financial Advisory left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up 0.03% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #83 holding.
  • MJT & Associates Financial Advisory first reported a position in FirstEnergy in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's FirstEnergy position peaked at $50.7K in Q1 2026.
  • 922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.