WBI Investments’s FirstEnergy FE Stock Holding History

WBI Investments’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	-23,436	Closed	-$1.19M	–	319
2026 Q1	$1.19M	Buy	+23,436	New	+$1.14M	0.33%	80
2022 Q2	–	Sell	-148,831	Closed	-$6.69M	–	144
2022 Q1	$6.69M	Buy	+148,831	New	+$6.3M	1.08%	21

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

WBI Investments's FE Position: Q2 2026 in Review

WBI Investments sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 23,436 shares — an estimated $1.19M sold.

WBI Investments first reported a position in FE in Q1 2022 and held it in 2 quarters. The position peaked at $6.69M in Q1 2022. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

WBI Investments reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
WBI Investments sold 23,436 FirstEnergy shares in Q2 2026, an estimated $1.19M.
WBI Investments first reported a position in FirstEnergy in Q1 2022 and held it in 2 quarters.
WBI Investments's FirstEnergy position peaked at $6.69M in Q1 2022.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.