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Principia Wealth Advisory’s FirstEnergy FE Stock Holding History

Principia Wealth Advisory’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 		$2.85K Buy
60
+8
+15% +$380 ﹤0.01% 494
2026
Q1 		$2.63K Buy
52
+8
+18% +$388 ﹤0.01% 440
2025
Q4 		$1.97K Buy
44
+1
+2% +$46 ﹤0.01% 471
2025
Q3 		$1.97K Buy
43
+9
+26% +$384 ﹤0.01% 437
2025
Q2 		$1.37K Buy
34
+17
+100% +$701 ﹤0.01% 482
2025
Q1 		$669 Buy
17
+8
+89% +$319 ﹤0.01% 498
2024
Q4 		$358 Buy
+9
New +$376 ﹤0.01% 635

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

Principia Wealth Advisory's FE Position: Q2 2026 in Review

Principia Wealth Advisory increased its FirstEnergy (FE) stake by 15% in Q2 2026, buying an estimated $380 and bringing the position to 60 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Principia Wealth Advisory first reported a position in FE in Q4 2024 and has held it in 7 quarters since. 927 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Principia Wealth Advisory held 60 shares of FirstEnergy worth $2.85K as of Q2 2026.
  • Principia Wealth Advisory bought 8 FirstEnergy shares in Q2 2026, an estimated $380.
  • FirstEnergy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #494 holding.
  • Principia Wealth Advisory first reported a position in FirstEnergy in Q4 2024 and has held it in 7 quarters since.
  • 927 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.