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Olistico Wealth’s FirstEnergy FE Stock Holding History

Olistico Wealth’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 		$33.3K Hold
700
– – 0.01% 185
2026
Q1 		$35.5K Hold
700
– – 0.02% 183
2025
Q4 		$31.3K Buy
+700
New +$32.1K 0.02% 186
2025
Q3 		– Sell
-1,100
Closed -$44.3K – 178
2025
Q2 		$44.3K Buy
1,100
+600
+120% +$24.8K 0.02% 178
2025
Q1 		$20.2K Hold
500
– – 0.01% 211
2024
Q4 		$19.9K Hold
500
– – 0.01% 212
2024
Q3 		$22.2K Hold
500
– – 0.01% 209
2024
Q2 		$19.1K Buy
+500
New +$19.4K 0.01% 215
2023
Q2 		– Sell
-5,415
Closed -$217K – 114
2023
Q1 		$217K Hold
5,415
– – 0.21% 95
2022
Q4 		$227K Buy
+5,415
New +$212K 0.25% 89

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

Olistico Wealth's FE Position: Q2 2026 in Review

Olistico Wealth held its FirstEnergy (FE) position steady in Q2 2026 at 700 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #185.

Olistico Wealth first reported a position in FE in Q4 2022 and has held it in 10 quarters since. The position peaked at $227K in Q4 2022. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Olistico Wealth held 700 shares of FirstEnergy worth $33.3K as of Q2 2026.
  • Olistico Wealth left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #185 holding.
  • Olistico Wealth first reported a position in FirstEnergy in Q4 2022 and has held it in 10 quarters since.
  • Olistico Wealth's FirstEnergy position peaked at $227K in Q4 2022.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.