Transamerica Financial Advisors’s FirstEnergy FE Stock Holding History

Transamerica Financial 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	$13.2K	Sell	277 -10	-3%	-$475	﹤0.01%	944
2026 Q1	$14.6K	Buy	287 +106	+59%	+$5.14K	﹤0.01%	852
2025 Q4	$8.13K	Sell	181 -18	-9%	-$827	﹤0.01%	880
2025 Q3	$9.12K	Buy	+199	New	+$8.49K	﹤0.01%	746
2023 Q4	–	Sell	-1	Closed	-$1K	–	635
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	479
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	449
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	433
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	492
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	461
2022 Q2	$1K	Buy	+1	New	+$43	﹤0.01%	476
2020 Q3	–	Sell	-1	Closed	-$1K	–	280
2020 Q2	$1K	Buy	+1	New	+$41	﹤0.01%	386
2015 Q4	–	Sell	-25	Closed	-$1K	–	836
2015 Q3	$1K	Buy	25 +22	+733%	+$720	﹤0.01%	746
2015 Q2	$1K	Sell	3 -45	-94%	-$1.57K	﹤0.01%	807
2015 Q1	$2K	Sell	48 -3,425	-99%	-$128K	﹤0.01%	761
2014 Q4	$136K	Buy	3,473 +266	+8%	+$9.75K	0.01%	303
2014 Q3	$108K	Buy	3,207 +279	+10%	+$9.23K	0.01%	293
2014 Q2	$102K	Sell	2,928 -659	-18%	-$22.2K	0.01%	320
2014 Q1	$123K	Buy	+3,587	New	+$113K	0.01%	287

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

Transamerica Financial Advisors's FE Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its FirstEnergy (FE) stake by 3.5% in Q2 2026, selling an estimated $475 and leaving 277 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Transamerica Financial Advisors first reported a position in FE in Q1 2014 and has held it in 18 quarters since. The position peaked at $136K in Q4 2014. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Transamerica Financial Advisors held 277 shares of FirstEnergy worth $13.2K as of Q2 2026.
Transamerica Financial Advisors sold 10 FirstEnergy shares in Q2 2026, an estimated $475.
FirstEnergy made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #944 holding.
Transamerica Financial Advisors first reported a position in FirstEnergy in Q1 2014 and has held it in 18 quarters since.
Transamerica Financial Advisors's FirstEnergy position peaked at $136K in Q4 2014.
921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.