OneDigital Investment Advisors’s FirstEnergy FE Stock Holding History

OneDigital Investment 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	$371K	Buy	7,796 +2,199	+39%	+$104K	﹤0.01%	1183
2026 Q1	$284K	Sell	5,597 -1,051	-16%	-$51K	﹤0.01%	1214
2025 Q4	$298K	Sell	6,648 -246	-4%	-$11.3K	﹤0.01%	1216
2025 Q3	$316K	Buy	6,894 +104	+2%	+$4.44K	﹤0.01%	1152
2025 Q2	$273K	Buy	6,790 +86	+1%	+$3.55K	﹤0.01%	1215
2025 Q1	$271K	Buy	+6,704	New	+$267K	﹤0.01%	1166
2024 Q1	–	Sell	-12,467	Closed	-$457K	–	1115
2023 Q4	$457K	Buy	+12,467	New	+$451K	0.01%	751
2019 Q3	–	Sell	-923	Closed	-$40K	–	761
2019 Q2	$40K	Sell	923 -740	-44%	-$31.1K	﹤0.01%	616
2019 Q1	$69K	Buy	1,663 +740	+80%	+$29.4K	0.01%	436
2018 Q4	$35K	Sell	923 -477	-34%	-$18.1K	0.01%	531
2018 Q3	$52K	Hold	1,400	–	–	0.01%	398
2018 Q2	$50K	Hold	1,400	–	–	0.01%	500
2018 Q1	$47K	Hold	1,400	–	–	0.01%	540
2017 Q4	$43K	Buy	1,400 +1,334	+2,021%	+$43.3K	﹤0.01%	554
2017 Q3	$2K	Sell	66 -1,334	-95%	-$42K	﹤0.01%	976
2017 Q2	$41K	Buy	+1,400	New	+$41.6K	0.01%	535

Other funds holding FE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

OneDigital Investment Advisors's FE Position: Q2 2026 in Review

OneDigital Investment Advisors increased its FirstEnergy (FE) stake by 39% in Q2 2026, buying an estimated $104K and bringing the position to 7,796 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

OneDigital Investment Advisors first reported a position in FE in Q2 2017 and has held it in 16 quarters since. The position peaked at $457K in Q4 2023. 575 funds tracked by Wall St. Rank hold FE as of Q2 2026.

OneDigital Investment Advisors held 7,796 shares of FirstEnergy worth $371K as of Q2 2026.
OneDigital Investment Advisors bought 2,199 FirstEnergy shares in Q2 2026, an estimated $104K.
FirstEnergy made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1183 holding.
OneDigital Investment Advisors first reported a position in FirstEnergy in Q2 2017 and has held it in 16 quarters since.
OneDigital Investment Advisors's FirstEnergy position peaked at $457K in Q4 2023.
575 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.