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New England Capital Financial Advisors’s FirstEnergy FE Stock Holding History

New England Capital Financial 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
2026
Q2 		$12.4K Hold
261
– – ﹤0.01% 251
2026
Q1 		$13.2K Hold
261
– – ﹤0.01% 233
2025
Q4 		$11.7K Hold
261
– – ﹤0.01% 244
2025
Q3 		$12K Hold
261
– – 0.01% 236
2025
Q2 		$10.5K Buy
261
+63
+32% +$2.6K ﹤0.01% 249
2025
Q1 		$8.01K Sell
198
-47
-19% -$1.87K ﹤0.01% 248
2024
Q4 		$9.77K Buy
245
+2
+0.8% +$84 ﹤0.01% 237
2024
Q3 		$10.8K Buy
243
+2
+0.8% +$84 0.01% 225
2024
Q2 		$9.21K Buy
241
+3
+1% +$116 0.01% 229
2024
Q1 		$9.2K Buy
238
+2
+0.8% +$75 0.01% 233
2023
Q4 		$8.64K Sell
236
-19
-7% -$688 0.01% 239
2023
Q3 		$8.71K Buy
255
+3
+1% +$112 0.01% 234
2023
Q2 		$9.81K Buy
252
+2
+0.8% +$78 0.01% 227
2023
Q1 		$10K Buy
250
+3
+1% +$121 0.01% 249
2022
Q4 		$10.4K Buy
+247
New +$9.66K 0.01% 250

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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

New England Capital Financial Advisors's FE Position: Q2 2026 in Review

New England Capital Financial Advisors held its FirstEnergy (FE) position steady in Q2 2026 at 261 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

New England Capital Financial Advisors first reported a position in FE in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.2K in Q1 2026. 671 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • New England Capital Financial Advisors held 261 shares of FirstEnergy worth $12.4K as of Q2 2026.
  • New England Capital Financial Advisors left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #251 holding.
  • New England Capital Financial Advisors first reported a position in FirstEnergy in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's FirstEnergy position peaked at $13.2K in Q1 2026.
  • 671 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.