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Strategic Wealth Partners’s FirstEnergy FE Stock Holding History

Strategic Wealth Partners’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 		$85K Sell
1,789
-275
-13% -$13.1K 0.01% 428
2026
Q1 		$105K Hold
2,064
– – 0.01% 387
2025
Q4 		$92.4K Buy
2,064
+275
+15% +$12.6K 0.01% 417
2025
Q3 		$82K Hold
1,789
– – 0.01% 472
2025
Q2 		$72K Buy
+1,789
New +$73.8K 0.01% 436
2024
Q1 		– Sell
-6,579
Closed -$241K – 292
2023
Q4 		$241K Sell
6,579
-36,463
-85% -$1.32M 0.03% 250
2023
Q3 		$1.47M Sell
43,042
-7,198
-14% -$268K 0.19% 126
2023
Q2 		$1.95M Sell
50,240
-9
-0% -$353 0.25% 115
2023
Q1 		$2.01M Buy
50,249
+15,100
+43% +$610K 0.31% 92
2022
Q4 		$1.47M Sell
35,149
-22,967
-40% -$898K 0.27% 99
2022
Q3 		$2.15M Sell
58,116
-199
-0.3% -$7.86K 0.46% 72
2022
Q2 		$2.24M Buy
+58,315
New +$2.49M 0.48% 72
2019
Q4 		– Sell
-2,139
Closed -$102 – 252
2019
Q3 		$102 Hold
2,139
– – ﹤0.01% 268
2019
Q2 		$91K Sell
2,139
-294
-12% -$12.4K 0.04% 188
2019
Q1 		$101K Hold
2,433
– – 0.05% 184
2018
Q4 		$94K Sell
2,433
-50
-2% -$1.89K 0.05% 180
2018
Q3 		$92K Buy
2,483
+1,456
+142% +$53.2K 0.05% 184
2018
Q2 		$37K Sell
1,027
-210
-17% -$7.19K 0.02% 282
2018
Q1 		$42K Sell
1,237
-185
-13% -$5.94K 0.02% 257
2017
Q4 		$48K Buy
+1,422
New +$46.2K 0.03% 227

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 Wealth Partners's FE Position: Q2 2026 in Review

Strategic Wealth Partners reduced its FirstEnergy (FE) stake by 13% in Q2 2026, selling an estimated $13.1K and leaving 1,789 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #428.

Strategic Wealth Partners first reported a position in FE in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.24M in Q2 2022. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Strategic Wealth Partners held 1,789 shares of FirstEnergy worth $85K as of Q2 2026.
  • Strategic Wealth Partners sold 275 FirstEnergy shares in Q2 2026, an estimated $13.1K.
  • FirstEnergy made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #428 holding.
  • Strategic Wealth Partners first reported a position in FirstEnergy in Q4 2017 and has held it in 20 quarters since.
  • Strategic Wealth Partners's FirstEnergy position peaked at $2.24M in Q2 2022.
  • 922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.