RAFFA WEALTH MANAGEMENT, LLC’s FirstEnergy FE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$2.19K	Buy	46 +20	+77%	+$950	﹤0.01%	815
2026 Q1	$1.32K	Buy	26 +7	+37%	+$340	﹤0.01%	873
2025 Q4	$851	Hold	19	–	–	﹤0.01%	958
2025 Q3	$871	Hold	19	–	–	﹤0.01%	924
2025 Q2	$765	Hold	19	–	–	﹤0.01%	920
2025 Q1	$768	Hold	19	–	–	﹤0.01%	888
2024 Q4	$756	Hold	19	–	–	﹤0.01%	927
2024 Q3	$843	Hold	19	–	–	﹤0.01%	884
2024 Q2	$727	Hold	19	–	–	﹤0.01%	984
2024 Q1	$734	Hold	19	–	–	﹤0.01%	971
2023 Q4	$697	Hold	19	–	–	﹤0.01%	916
2023 Q3	$649	Hold	19	–	–	﹤0.01%	893
2023 Q2	$739	Hold	19	–	–	﹤0.01%	883
2023 Q1	$761	Hold	19	–	–	﹤0.01%	871
2022 Q4	$797	Hold	19	–	–	﹤0.01%	839
2022 Q3	$703	Hold	19	–	–	﹤0.01%	920
2022 Q2	$729	Hold	19	–	–	﹤0.01%	917
2022 Q1	$871	Hold	19	–	–	﹤0.01%	915
2021 Q4	$790	Hold	19	–	–	﹤0.01%	955
2021 Q3	$677	Hold	19	–	–	﹤0.01%	975
2021 Q2	$707	Sell	19 -2	-10%	-$74	﹤0.01%	960
2021 Q1	$728	Buy	+21	New	+$686	﹤0.01%	948

Other funds holding FE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FE Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its FirstEnergy (FE) stake by 77% in Q2 2026, buying an estimated $950 and bringing the position to 46 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FE in Q1 2021 and has held it in 22 quarters since. 283 funds tracked by Wall St. Rank hold FE as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 46 shares of FirstEnergy worth $2.19K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 20 FirstEnergy shares in Q2 2026, an estimated $950.
FirstEnergy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #815 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in FirstEnergy in Q1 2021 and has held it in 22 quarters since.
283 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.