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True Wealth Design’s FirstEnergy FE Stock Holding History

True Wealth Design’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 		$32K Buy
674
+503
+294% +$23.9K 0.01% 652
2026
Q1 		$8.66K Hold
171
– – ﹤0.01% 1021
2025
Q4 		$7.66K Sell
171
-4
-2% -$184 ﹤0.01% 939
2025
Q3 		$8.02K Buy
175
+30
+21% +$1.28K ﹤0.01% 913
2025
Q2 		$5.84K Buy
145
+40
+38% +$1.65K ﹤0.01% 748
2025
Q1 		$4.25K Sell
105
-553
-84% -$22K ﹤0.01% 738
2024
Q4 		$26.2K Buy
658
+4
+0.6% +$167 0.01% 285
2024
Q3 		$29K Buy
654
+640
+4,571% +$26.9K 0.01% 261
2024
Q2 		$536 Hold
14
– – ﹤0.01% 642
2024
Q1 		$541 Buy
14
+6
+75% +$224 ﹤0.01% 607
2023
Q4 		$294 Hold
8
– – ﹤0.01% 610
2023
Q3 		$274 Hold
8
– – ﹤0.01% 582
2023
Q2 		$312 Hold
8
– – ﹤0.01% 573
2023
Q1 		$321 Hold
8
– – ﹤0.01% 637
2022
Q4 		$336 Buy
+8
New +$313 ﹤0.01% 560

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 Wealth Design's FE Position: Q2 2026 in Review

True Wealth Design increased its FirstEnergy (FE) stake by 294% in Q2 2026, buying an estimated $23.9K and bringing the position to 674 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #652.

True Wealth Design first reported a position in FE in Q4 2022 and has held it in 15 quarters since. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • True Wealth Design held 674 shares of FirstEnergy worth $32K as of Q2 2026.
  • True Wealth Design bought 503 FirstEnergy shares in Q2 2026, an estimated $23.9K.
  • FirstEnergy made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #652 holding.
  • True Wealth Design first reported a position in FirstEnergy in Q4 2022 and has held it in 15 quarters since.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.