Tradewinds Capital Management’s FirstEnergy FE Stock Holding History

Tradewinds Capital 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	$577	Hold	12	–	–	﹤0.01%	641
2026 Q1	$608	Hold	12	–	–	﹤0.01%	638
2025 Q4	$538	Hold	12	–	–	﹤0.01%	613
2025 Q3	$550	Hold	12	–	–	﹤0.01%	600
2025 Q2	$484	Hold	12	–	–	﹤0.01%	550
2025 Q1	$486	Hold	12	–	–	﹤0.01%	581
2024 Q4	$478	Hold	12	–	–	﹤0.01%	593
2024 Q3	$533	Hold	12	–	–	﹤0.01%	551
2024 Q2	$460	Hold	12	–	–	﹤0.01%	527
2024 Q1	$464	Hold	12	–	–	﹤0.01%	498
2023 Q4	$440	Buy	+12	New	+$434	﹤0.01%	419
2023 Q2	–	Sell	-67	Closed	-$2.69K	–	492
2023 Q1	$2.69K	Buy	+67	New	+$2.71K	﹤0.01%	318
2014 Q2	–	Sell	-200	Closed	-$7K	–	623
2014 Q1	$7K	Buy	+200	New	+$6.32K	0.01%	425

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

Tradewinds Capital Management's FE Position: Q2 2026 in Review

Tradewinds Capital Management held its FirstEnergy (FE) position steady in Q2 2026 at 12 shares worth $577. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Tradewinds Capital Management first reported a position in FE in Q1 2014 and has held it in 13 quarters since. The position peaked at $7K in Q1 2014. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Tradewinds Capital Management held 12 shares of FirstEnergy worth $577 as of Q2 2026.
Tradewinds Capital Management left its FirstEnergy share count unchanged in Q2 2026.
FirstEnergy made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #641 holding.
Tradewinds Capital Management first reported a position in FirstEnergy in Q1 2014 and has held it in 13 quarters since.
Tradewinds Capital Management's FirstEnergy position peaked at $7K in Q1 2014.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.