VWA
FE icon

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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return