Portus Wealth Advisors’s FirstEnergy FE Stock Holding History

Portus 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	–	Sell	-20	Closed	-$1.01K	–	215
2026 Q1	$1.01K	Buy	+20	New	+$970	﹤0.01%	397

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Portus Wealth Advisors sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 20 shares — an estimated $1.01K sold.

Portus Wealth Advisors first reported a position in FE in Q1 2026 and held it in 1 quarter. The position peaked at $1.01K in Q1 2026. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Portus Wealth Advisors reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 20 FirstEnergy shares in Q2 2026, an estimated $1.01K.
Portus Wealth Advisors first reported a position in FirstEnergy in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's FirstEnergy position peaked at $1.01K in Q1 2026.
922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.