VWA
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Valued Wealth Advisors’s FirstEnergy FE Stock Holding History

Valued Wealth 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 		$999 Hold
21
– – ﹤0.01% 776
2026
Q1 		$1.06K Hold
21
– – ﹤0.01% 620
2025
Q4 		$941 Hold
21
– – ﹤0.01% 476
2025
Q3 		$963 Hold
21
– – ﹤0.01% 462
2025
Q2 		$846 Hold
21
– – ﹤0.01% 467
2025
Q1 		$849 Hold
21
– – ﹤0.01% 504
2024
Q4 		$836 Hold
21
– – ﹤0.01% 498
2024
Q3 		$932 Buy
+21
New +$884 ﹤0.01% 464

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

Valued Wealth Advisors's FE Position: Q2 2026 in Review

Valued Wealth Advisors held its FirstEnergy (FE) position steady in Q2 2026 at 21 shares worth $999. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Valued Wealth Advisors first reported a position in FE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.06K in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Valued Wealth Advisors held 21 shares of FirstEnergy worth $999 as of Q2 2026.
  • Valued Wealth Advisors left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #776 holding.
  • Valued Wealth Advisors first reported a position in FirstEnergy in Q3 2024 and has held it in 8 quarters since.
  • Valued Wealth Advisors's FirstEnergy position peaked at $1.06K in Q1 2026.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.