My Legacy Advisors’s FirstEnergy FE Stock Holding History

My Legacy Advisors’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
2025 Q2	$764K	Buy	18,861 +711	+4%	+$29.3K	0.27%	104
2025 Q1	$734K	Buy	18,150 +915	+5%	+$36.4K	0.28%	107
2024 Q4	$676K	Sell	17,235 -12	-0.1%	-$502	0.26%	105
2024 Q3	$765K	Sell	17,247 -3,487	-17%	-$147K	0.3%	94
2024 Q2	$793K	Buy	20,734 +593	+3%	+$23K	0.25%	106
2024 Q1	$778K	Buy	20,141 +2,026	+11%	+$75.8K	0.26%	109
2023 Q4	$689K	Buy	18,115 +441	+2%	+$16K	0.25%	123
2023 Q3	$630K	Buy	17,674 +1,603	+10%	+$59.6K	0.26%	119
2023 Q2	$640K	Buy	16,071 +3,909	+32%	+$153K	0.25%	131
2023 Q1	$504K	Buy	12,162 +1,210	+11%	+$48.9K	0.22%	145
2022 Q4	$433K	Buy	10,952 +2,926	+36%	+$114K	0.18%	158
2022 Q3	$290K	Buy	+8,026	New	+$317K	0.15%	179

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

My Legacy Advisors's FE Position: Q2 2025 in Review

My Legacy Advisors increased its FirstEnergy (FE) stake by 3.9% in Q2 2025, buying an estimated $29.3K and bringing the position to 18,861 shares worth $764K. The position accounts for 0.27% of the portfolio, ranked #104.

My Legacy Advisors first reported a position in FE in Q3 2022 and has held it in 12 quarters since. The position peaked at $793K in Q2 2024. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

My Legacy Advisors held 18,861 shares of FirstEnergy worth $764K as of Q2 2025.
My Legacy Advisors bought 711 FirstEnergy shares in Q2 2025, an estimated $29.3K.
FirstEnergy made up 0.27% of My Legacy Advisors's portfolio in Q2 2025, its #104 holding.
My Legacy Advisors first reported a position in FirstEnergy in Q3 2022 and has held it in 12 quarters since.
My Legacy Advisors's FirstEnergy position peaked at $793K in Q2 2024.
825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.