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Physician Wealth Advisors’s FirstEnergy FE Stock Holding History

Physician 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 		$14.5K Buy
304
+14
+5% +$665 ﹤0.01% 776
2026
Q1 		$14.7K Buy
290
+54
+23% +$2.62K ﹤0.01% 699
2025
Q4 		$10.6K Buy
236
+45
+24% +$2.07K ﹤0.01% 754
2025
Q3 		$8.75K Buy
+191
New +$8.15K ﹤0.01% 777

Other funds holding FE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

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

Physician Wealth Advisors increased its FirstEnergy (FE) stake by 4.8% in Q2 2026, buying an estimated $665 and bringing the position to 304 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Physician Wealth Advisors first reported a position in FE in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.7K in Q1 2026. 176 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Physician Wealth Advisors held 304 shares of FirstEnergy worth $14.5K as of Q2 2026.
  • Physician Wealth Advisors bought 14 FirstEnergy shares in Q2 2026, an estimated $665.
  • FirstEnergy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #776 holding.
  • Physician Wealth Advisors first reported a position in FirstEnergy in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's FirstEnergy position peaked at $14.7K in Q1 2026.
  • 176 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.