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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $25.6B 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 $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's FE Position: Q1 2026 in Review

Waverly Advisors increased its FirstEnergy (FE) stake by 2.8% in Q1 2026, buying an estimated $16K and bringing the position to 12,294 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Waverly Advisors first reported a position in FE in Q1 2024 and has held it in 9 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Waverly Advisors held 12,294 shares of FirstEnergy worth $623K as of Q1 2026.
  • Waverly Advisors bought 330 FirstEnergy shares in Q1 2026, an estimated $16K.
  • FirstEnergy made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #979 holding.
  • Waverly Advisors first reported a position in FirstEnergy in Q1 2024 and has held it in 9 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.