VCI Wealth Management’s FirstEnergy FE Stock Holding History

VCI Wealth Management’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	-16,290	Closed	-$825K	–	111
2026 Q1	$825K	Sell	16,290 -6,514	-29%	-$316K	0.23%	91
2025 Q4	$1.02M	Buy	+22,804	New	+$1.05M	0.28%	81

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

VCI Wealth Management's FE Position: Q2 2026 in Review

VCI Wealth Management sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 16,290 shares — an estimated $825K sold.

VCI Wealth Management first reported a position in FE in Q4 2025 and held it in 2 quarters. The position peaked at $1.02M in Q4 2025. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

VCI Wealth Management reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
VCI Wealth Management sold 16,290 FirstEnergy shares in Q2 2026, an estimated $825K.
VCI Wealth Management first reported a position in FirstEnergy in Q4 2025 and held it in 2 quarters.
VCI Wealth Management's FirstEnergy position peaked at $1.02M in Q4 2025.
930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.