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Wealth Alliance’s FirstEnergy FE Stock Holding History

Wealth Alliance’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 		$1.79M Buy
37,597
+2,480
+7% +$118K 0.15% 122
2026
Q1 		$1.78M Buy
35,117
+7,500
+27% +$364K 0.18% 115
2025
Q4 		$1.24M Buy
27,617
+141
+0.5% +$6.47K 0.12% 154
2025
Q3 		$1.26M Buy
27,476
+4,218
+18% +$180K 0.13% 147
2025
Q2 		$936K Buy
23,258
+12,449
+115% +$514K 0.1% 176
2025
Q1 		$437K Buy
+10,809
New +$430K 0.05% 306

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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

Wealth Alliance's FE Position: Q2 2026 in Review

Wealth Alliance increased its FirstEnergy (FE) stake by 7.1% in Q2 2026, buying an estimated $118K and bringing the position to 37,597 shares worth $1.79M. The position accounts for 0.15% of the portfolio, ranked #122.

Wealth Alliance first reported a position in FE in Q1 2025 and has held it in 6 quarters since. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Wealth Alliance held 37,597 shares of FirstEnergy worth $1.79M as of Q2 2026.
  • Wealth Alliance bought 2,480 FirstEnergy shares in Q2 2026, an estimated $118K.
  • FirstEnergy made up 0.15% of Wealth Alliance's portfolio in Q2 2026, its #122 holding.
  • Wealth Alliance first reported a position in FirstEnergy in Q1 2025 and has held it in 6 quarters since.
  • 922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.