Private Wealth Management Group’s FirstEnergy FE Stock Holding History

Private Wealth Management Group’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	$13.7K	Hold	288	–	–	﹤0.01%	494
2026 Q1	$14.6K	Sell	288 -2	-0.7%	-$97	﹤0.01%	417
2025 Q4	$13K	Hold	290	–	–	﹤0.01%	433
2025 Q3	$13.3K	Hold	290	–	–	﹤0.01%	439
2025 Q2	$11.7K	Hold	290	–	–	﹤0.01%	441
2025 Q1	$11.7K	Buy	290 +8	+3%	+$319	﹤0.01%	423
2024 Q4	$11.2K	Hold	282	–	–	﹤0.01%	434
2024 Q3	$12.5K	Hold	282	–	–	﹤0.01%	393
2024 Q2	$10.8K	Buy	282 +90	+47%	+$3.49K	﹤0.01%	424
2024 Q1	$7.42K	Hold	192	–	–	﹤0.01%	490
2023 Q4	$7.04K	Buy	+192	New	+$6.95K	﹤0.01%	503

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

Private Wealth Management Group's FE Position: Q2 2026 in Review

Private Wealth Management Group held its FirstEnergy (FE) position steady in Q2 2026 at 288 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Private Wealth Management Group first reported a position in FE in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.6K in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Private Wealth Management Group held 288 shares of FirstEnergy worth $13.7K as of Q2 2026.
Private Wealth Management Group left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #494 holding.
Private Wealth Management Group first reported a position in FirstEnergy in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's FirstEnergy position peaked at $14.6K in Q1 2026.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.