RIA Advisory Group’s FirstEnergy FE Stock Holding History

RIA Advisory 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	$1.16M	Buy	24,374 +2,169	+10%	+$103K	0.25%	66
2026 Q1	$1.12M	Buy	+22,205	New	+$1.08M	0.27%	62

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

RIA Advisory Group's FE Position: Q2 2026 in Review

RIA Advisory Group increased its FirstEnergy (FE) stake by 9.8% in Q2 2026, buying an estimated $103K and bringing the position to 24,374 shares worth $1.16M. The position accounts for 0.25% of the portfolio, ranked #66.

RIA Advisory Group first reported a position in FE in Q1 2026 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

RIA Advisory Group held 24,374 shares of FirstEnergy worth $1.16M as of Q2 2026.
RIA Advisory Group bought 2,169 FirstEnergy shares in Q2 2026, an estimated $103K.
FirstEnergy made up 0.25% of RIA Advisory Group's portfolio in Q2 2026, its #66 holding.
RIA Advisory Group first reported a position in FirstEnergy in Q1 2026 and has held it in 2 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.