Physician Wealth Advisors
FE icon

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
Q3 		$21.2K Buy
489
+185
+61% +$8.69K ﹤0.01% 672
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

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Physician Wealth Advisors's FE Position: Q3 2026 in Review

Physician Wealth Advisors increased its FirstEnergy (FE) stake by 61% in Q3 2026, buying an estimated $8.69K and bringing the position to 489 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Physician Wealth Advisors first reported a position in FE in Q3 2025 and has held it in 5 quarters since. 771 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Physician Wealth Advisors held 489 shares of FirstEnergy worth $21.2K as of Q3 2026.
  • Physician Wealth Advisors bought 185 FirstEnergy shares in Q3 2026, an estimated $8.69K.
  • FirstEnergy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #672 holding.
  • Physician Wealth Advisors first reported a position in FirstEnergy in Q3 2025 and has held it in 5 quarters since.
  • 771 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.