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Waverly Advisors’s FirstEnergy FE Stock Holding History

Waverly 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 		$823K Buy
17,304
+5,010
+41% +$238K ﹤0.01% 962
2026
Q1 		$623K Buy
12,294
+330
+3% +$16K ﹤0.01% 979
2025
Q4 		$536K Buy
11,964
+1,982
+20% +$91K ﹤0.01% 978
2025
Q3 		$457K Buy
9,982
+334
+3% +$14.3K ﹤0.01% 879
2025
Q2 		$388K Buy
9,648
+115
+1% +$4.75K ﹤0.01% 884
2025
Q1 		$385K Sell
9,533
-437
-4% -$17.4K ﹤0.01% 848
2024
Q4 		$397K Buy
9,970
+2,599
+35% +$109K 0.01% 742
2024
Q3 		$327K Sell
7,371
-75
-1% -$3.16K 0.01% 664
2024
Q2 		$285K Buy
7,446
+957
+15% +$37.1K 0.01% 678
2024
Q1 		$251K Buy
+6,489
New +$243K 0.01% 610

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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

Waverly Advisors's FE Position: Q2 2026 in Review

Waverly Advisors increased its FirstEnergy (FE) stake by 41% in Q2 2026, buying an estimated $238K and bringing the position to 17,304 shares worth $823K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Waverly Advisors first reported a position in FE in Q1 2024 and has held it in 10 quarters since. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Waverly Advisors held 17,304 shares of FirstEnergy worth $823K as of Q2 2026.
  • Waverly Advisors bought 5,010 FirstEnergy shares in Q2 2026, an estimated $238K.
  • FirstEnergy made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #962 holding.
  • Waverly Advisors first reported a position in FirstEnergy in Q1 2024 and has held it in 10 quarters since.
  • 931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.