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True Link Financial Advisors’s FirstEnergy FE Stock Holding History

True Link 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 		– Sell
-2,473
Closed -$125K – 211
2026
Q1 		$125K Buy
+2,473
New +$120K 0.01% 130
2025
Q1 		– Sell
-5,525
Closed -$220K – 99
2024
Q4 		$220K Buy
5,525
+54
+1% +$2.26K 0.02% 69
2024
Q3 		$243K Sell
5,471
-900
-14% -$37.9K 0.02% 57
2024
Q2 		$244K Sell
6,371
-960
-13% -$37.2K 0.02% 58
2024
Q1 		$283K Buy
+7,331
New +$274K 0.03% 57

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

True Link Financial Advisors's FE Position: Q2 2026 in Review

True Link Financial Advisors sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 2,473 shares — an estimated $125K sold.

True Link Financial Advisors first reported a position in FE in Q1 2024 and held it in 5 quarters. The position peaked at $283K in Q1 2024. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • True Link Financial Advisors reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 2,473 FirstEnergy shares in Q2 2026, an estimated $125K.
  • True Link Financial Advisors first reported a position in FirstEnergy in Q1 2024 and held it in 5 quarters.
  • True Link Financial Advisors's FirstEnergy position peaked at $283K in Q1 2024.
  • 922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.