SW
FE icon

Simplicity Wealth’s FirstEnergy FE Stock Holding History

Simplicity Wealth’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 		$288K Sell
6,059
-780
-11% -$37K 0.01% 852
2026
Q1 		$346K Buy
6,839
+223
+3% +$10.8K 0.02% 548
2025
Q4 		$296K Buy
6,616
+913
+16% +$41.9K 0.02% 558
2025
Q3 		$261K Buy
+5,703
New +$243K 0.02% 601
2024
Q3 		– Sell
-9,573
Closed -$366K – 735
2024
Q2 		$366K Buy
9,573
+349
+4% +$13.5K 0.01% 879
2024
Q1 		$356K Buy
+9,224
New +$345K 0.01% 857

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

Simplicity Wealth's FE Position: Q2 2026 in Review

Simplicity Wealth reduced its FirstEnergy (FE) stake by 11% in Q2 2026, selling an estimated $37K and leaving 6,059 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #852.

Simplicity Wealth first reported a position in FE in Q1 2024 and has held it in 6 quarters since. The position peaked at $366K in Q2 2024. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Simplicity Wealth held 6,059 shares of FirstEnergy worth $288K as of Q2 2026.
  • Simplicity Wealth sold 780 FirstEnergy shares in Q2 2026, an estimated $37K.
  • FirstEnergy made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #852 holding.
  • Simplicity Wealth first reported a position in FirstEnergy in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's FirstEnergy position peaked at $366K in Q2 2024.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.