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Strategic Investment Advisors’s FirstEnergy FE Stock Holding History

Strategic Investment 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 		$1.15M Sell
24,222
-1,621
-6% -$77K 0.07% 137
2026
Q1 		$1.31M Buy
+25,843
New +$1.25M 0.09% 119

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

Strategic Investment Advisors's FE Position: Q2 2026 in Review

Strategic Investment Advisors reduced its FirstEnergy (FE) stake by 6.3% in Q2 2026, selling an estimated $77K and leaving 24,222 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #137.

Strategic Investment Advisors first reported a position in FE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.31M in Q1 2026. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Strategic Investment Advisors held 24,222 shares of FirstEnergy worth $1.15M as of Q2 2026.
  • Strategic Investment Advisors sold 1,621 FirstEnergy shares in Q2 2026, an estimated $77K.
  • FirstEnergy made up 0.07% of Strategic Investment Advisors's portfolio in Q2 2026, its #137 holding.
  • Strategic Investment Advisors first reported a position in FirstEnergy in Q1 2026 and has held it in 2 quarters since.
  • Strategic Investment Advisors's FirstEnergy position peaked at $1.31M in Q1 2026.
  • 922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.