VA
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Valmark Advisers’s FirstEnergy FE Stock Holding History

Valmark Advisers’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 		$318K Buy
6,680
+1,464
+28% +$69.5K ﹤0.01% 604
2026
Q1 		$264K Sell
5,216
-142
-3% -$6.89K ﹤0.01% 608
2025
Q4 		$240K Sell
5,358
-74
-1% -$3.4K ﹤0.01% 598
2025
Q3 		$249K Sell
5,432
-29
-0.5% -$1.24K ﹤0.01% 597
2025
Q2 		$220K Sell
5,461
-42
-0.8% -$1.73K ﹤0.01% 617
2025
Q1 		$222K Sell
5,503
-1,281
-19% -$51K ﹤0.01% 580
2024
Q4 		$270K Buy
+6,784
New +$284K ﹤0.01% 530

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

Valmark Advisers's FE Position: Q2 2026 in Review

Valmark Advisers increased its FirstEnergy (FE) stake by 28% in Q2 2026, buying an estimated $69.5K and bringing the position to 6,680 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Valmark Advisers first reported a position in FE in Q4 2024 and has held it in 7 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Valmark Advisers held 6,680 shares of FirstEnergy worth $318K as of Q2 2026.
  • Valmark Advisers bought 1,464 FirstEnergy shares in Q2 2026, an estimated $69.5K.
  • FirstEnergy made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #604 holding.
  • Valmark Advisers first reported a position in FirstEnergy in Q4 2024 and has held it in 7 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.