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RKL Wealth Management’s FirstEnergy FE Stock Holding History

RKL Wealth Management’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 		$280K Buy
5,886
+87
+2% +$4.13K 0.02% 169
2026
Q1 		$294K Sell
5,799
-1,153
-17% -$55.9K 0.03% 158
2025
Q4 		$311K Sell
6,952
-131
-2% -$6.01K 0.03% 159
2025
Q3 		$325K Sell
7,083
-447
-6% -$19.1K 0.03% 151
2025
Q2 		$303K Buy
7,530
+6
+0.1% +$248 0.03% 152
2025
Q1 		$304K Sell
7,524
-2,664
-26% -$106K 0.03% 149
2024
Q4 		$405K Buy
+10,188
New +$426K 0.04% 136

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

RKL Wealth Management's FE Position: Q2 2026 in Review

RKL Wealth Management increased its FirstEnergy (FE) stake by 1.5% in Q2 2026, buying an estimated $4.13K and bringing the position to 5,886 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #169.

RKL Wealth Management first reported a position in FE in Q4 2024 and has held it in 7 quarters since. The position peaked at $405K in Q4 2024. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • RKL Wealth Management held 5,886 shares of FirstEnergy worth $280K as of Q2 2026.
  • RKL Wealth Management bought 87 FirstEnergy shares in Q2 2026, an estimated $4.13K.
  • FirstEnergy made up 0.02% of RKL Wealth Management's portfolio in Q2 2026, its #169 holding.
  • RKL Wealth Management first reported a position in FirstEnergy in Q4 2024 and has held it in 7 quarters since.
  • RKL Wealth Management's FirstEnergy position peaked at $405K in Q4 2024.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.