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One Wealth Advisors’s FirstEnergy FE Stock Holding History

One Wealth 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 		$374K Hold
7,859
– – 0.04% 225
2026
Q1 		$398K Buy
7,859
+134
+2% +$6.5K 0.05% 202
2025
Q4 		$346K Hold
7,725
– – 0.04% 213
2025
Q3 		$354K Buy
7,725
+1,638
+27% +$69.9K 0.04% 215
2025
Q2 		$245K Hold
6,087
– – 0.03% 251
2025
Q1 		$246K Buy
+6,087
New +$242K 0.04% 241
2023
Q1 		– Sell
-1,911
Closed -$80.1K – 339
2022
Q4 		$80.1K Buy
+1,911
New +$74.7K 0.02% 329

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

One Wealth Advisors's FE Position: Q2 2026 in Review

One Wealth Advisors held its FirstEnergy (FE) position steady in Q2 2026 at 7,859 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #225.

One Wealth Advisors first reported a position in FE in Q4 2022 and has held it in 7 quarters since. The position peaked at $398K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • One Wealth Advisors held 7,859 shares of FirstEnergy worth $374K as of Q2 2026.
  • One Wealth Advisors left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up 0.04% of One Wealth Advisors's portfolio in Q2 2026, its #225 holding.
  • One Wealth Advisors first reported a position in FirstEnergy in Q4 2022 and has held it in 7 quarters since.
  • One Wealth Advisors's FirstEnergy position peaked at $398K in Q1 2026.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.