MWM
FE icon

Modern Wealth Management’s FirstEnergy FE Stock Holding History

Modern 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 		$1.13M Buy
23,774
+6,758
+40% +$321K 0.01% 492
2026
Q1 		$867K Buy
+17,016
New +$825K 0.01% 453

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

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

Modern Wealth Management increased its FirstEnergy (FE) stake by 40% in Q2 2026, buying an estimated $321K and bringing the position to 23,774 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #492.

Modern Wealth Management first reported a position in FE in Q1 2026 and has held it in 2 quarters since. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Modern Wealth Management held 23,774 shares of FirstEnergy worth $1.13M as of Q2 2026.
  • Modern Wealth Management bought 6,758 FirstEnergy shares in Q2 2026, an estimated $321K.
  • FirstEnergy made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #492 holding.
  • Modern Wealth Management first reported a position in FirstEnergy in Q1 2026 and has held it in 2 quarters since.
  • 922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.