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Spire Wealth Management’s FirstEnergy FE Stock Holding History

Spire 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 		$1.07M Buy
22,487
+20,875
+1,295% +$991K 0.03% 377
2026
Q1 		$81.7K Sell
1,612
-17,379
-92% -$843K ﹤0.01% 1031
2025
Q4 		$850K Sell
18,991
-1,595
-8% -$73.2K 0.03% 428
2025
Q3 		$943K Buy
20,586
+3,676
+22% +$157K 0.03% 387
2025
Q2 		$681K Buy
16,910
+14,407
+576% +$594K 0.02% 446
2025
Q1 		$101K Sell
2,503
-15,246
-86% -$607K ﹤0.01% 1034
2024
Q4 		$706K Sell
17,749
-1,331
-7% -$55.6K 0.02% 476
2024
Q3 		$846K Buy
19,080
+15,494
+432% +$652K 0.03% 406
2024
Q2 		$137K Sell
3,586
-36
-1% -$1.4K ﹤0.01% 816
2024
Q1 		$140K Buy
3,622
+397
+12% +$14.9K ﹤0.01% 890
2023
Q4 		$119K Buy
3,225
+861
+36% +$31.2K ﹤0.01% 947
2023
Q3 		$80.8K Sell
2,364
-71
-3% -$2.64K ﹤0.01% 1014
2023
Q2 		$94.7K Buy
2,435
+1
+0% +$39 ﹤0.01% 989
2023
Q1 		$97.5K Buy
2,434
+1,875
+335% +$75.7K ﹤0.01% 980
2022
Q4 		$23K Buy
559
+1
+0.2% +$39 ﹤0.01% 1314
2022
Q3 		$21K Sell
558
-2,713
-83% -$107K ﹤0.01% 1307
2022
Q2 		$126K Sell
3,271
-1,366
-29% -$58.3K 0.01% 946
2022
Q1 		$213K Sell
4,637
-52,206
-92% -$2.21M 0.01% 866
2021
Q4 		$2.36M Buy
56,843
+51,840
+1,036% +$2M 0.05% 281
2021
Q3 		$178K Sell
5,003
-20
-0.4% -$759 ﹤0.01% 967
2021
Q2 		$187K Sell
5,023
-54,326
-92% -$2.02M 0.01% 963
2021
Q1 		$2.04M Buy
+59,349
New +$1.94M 0.05% 279

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

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

Spire Wealth Management increased its FirstEnergy (FE) stake by 1,295% in Q2 2026, buying an estimated $991K and bringing the position to 22,487 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #377.

Spire Wealth Management first reported a position in FE in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.36M in Q4 2021. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Spire Wealth Management held 22,487 shares of FirstEnergy worth $1.07M as of Q2 2026.
  • Spire Wealth Management bought 20,875 FirstEnergy shares in Q2 2026, an estimated $991K.
  • FirstEnergy made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #377 holding.
  • Spire Wealth Management first reported a position in FirstEnergy in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's FirstEnergy position peaked at $2.36M in Q4 2021.
  • 922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.