Strategic Advisors’s FirstEnergy FE Stock Holding History

Strategic Advisors’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	–	Sell	-45,989	Closed	-$2.32M	–	172
2026 Q1	$2.32M	Hold	45,989	–	–	0.39%	59
2025 Q4	$2.06M	Hold	45,989	–	–	0.32%	76
2025 Q3	$2.11M	Hold	45,989	–	–	0.34%	70
2025 Q2	$1.85M	Hold	45,989	–	–	0.36%	63
2025 Q1	$1.86M	Hold	45,989	–	–	0.36%	61
2024 Q4	$1.83M	Hold	45,989	–	–	0.33%	61
2024 Q3	$2.04M	Hold	45,989	–	–	0.38%	63
2024 Q2	$1.76M	Hold	45,989	–	–	0.34%	62
2024 Q1	$1.78M	Hold	45,989	–	–	0.35%	66
2023 Q4	$1.69M	Hold	45,989	–	–	0.32%	67
2023 Q3	$1.57M	Hold	45,989	–	–	0.31%	68
2023 Q2	$1.79M	Hold	45,989	–	–	0.34%	61
2023 Q1	$1.84M	Hold	45,989	–	–	0.37%	58
2022 Q4	$1.93M	Hold	45,989	–	–	0.43%	54
2022 Q3	$1.7M	Hold	45,989	–	–	0.38%	61
2022 Q2	$1.76M	Hold	45,989	–	–	0.37%	64
2022 Q1	$2.11M	Hold	45,989	–	–	0.37%	62
2021 Q4	$1.91M	Buy	+45,989	New	+$1.77M	0.27%	78

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

Strategic Advisors's FE Position: Q2 2026 in Review

Strategic Advisors sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 45,989 shares — an estimated $2.32M sold.

Strategic Advisors first reported a position in FE in Q4 2021 and held it in 18 quarters. The position peaked at $2.32M in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Strategic Advisors reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
Strategic Advisors sold 45,989 FirstEnergy shares in Q2 2026, an estimated $2.32M.
Strategic Advisors first reported a position in FirstEnergy in Q4 2021 and held it in 18 quarters.
Strategic Advisors's FirstEnergy position peaked at $2.32M in Q1 2026.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.