Wealth Enhancement Advisory Services
FE icon

Wealth Enhancement Advisory Services’s FirstEnergy FE Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.32M Buy
69,293
+11,459
+20% +$544K 0.01% 1252
2026
Q1 		$2.97M Sell
57,834
-15,984
-22% -$775K 0.01% 1187
2025
Q4 		$3.31M Buy
73,818
+9,407
+15% +$432K ﹤0.01% 1227
2025
Q3 		$2.99M Buy
64,411
+7,280
+13% +$311K ﹤0.01% 1217
2025
Q2 		$2.28M Buy
57,131
+16,782
+42% +$692K ﹤0.01% 1293
2025
Q1 		$1.63M Sell
40,349
-102,904
-72% -$4.1M ﹤0.01% 1359
2024
Q4 		$5.7M Buy
143,253
+63,546
+80% +$2.66M 0.01% 754
2024
Q3 		$3.53M Buy
79,707
+1,410
+2% +$59.3K 0.01% 841
2024
Q2 		$3M Buy
78,297
+4,730
+6% +$183K 0.01% 849
2024
Q1 		$2.84M Buy
73,567
+50,176
+215% +$1.88M 0.01% 824
2023
Q4 		$858K Sell
23,391
-62,472
-73% -$2.26M ﹤0.01% 1234
2023
Q3 		$2.93M Buy
+85,863
New +$3.19M 0.01% 724
2023
Q2 		– Sell
-98,436
Closed -$3.94M – 535
2023
Q1 		$3.94M Buy
+98,436
New +$3.98M 0.05% 154
2018
Q3 		– Sell
-28,865
Closed -$1.02M – 182
2018
Q2 		$1.02M Buy
+28,865
New +$989K 0.06% 118
2017
Q2 		– Sell
-22,907
Closed -$719K – 160
2017
Q1 		$719K Buy
22,907
+2,758
+14% +$85.1K 0.08% 132
2016
Q4 		$624K Sell
20,149
-14,453
-42% -$463K 0.08% 134
2016
Q3 		$1.09M Buy
+34,602
New +$1.18M 0.16% 81

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Portfolio Solutions
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Wealth Enhancement Advisory Services's FE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its FirstEnergy (FE) stake by 20% in Q2 2026, buying an estimated $544K and bringing the position to 69,293 shares worth $3.32M. The position accounts for 0.01% of the portfolio, ranked #1252.

Wealth Enhancement Advisory Services first reported a position in FE in Q3 2016 and has held it in 17 quarters since. The position peaked at $5.7M in Q4 2024. 160 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 69,293 shares of FirstEnergy worth $3.32M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 11,459 FirstEnergy shares in Q2 2026, an estimated $544K.
  • FirstEnergy made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1252 holding.
  • Wealth Enhancement Advisory Services first reported a position in FirstEnergy in Q3 2016 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's FirstEnergy position peaked at $5.7M in Q4 2024.
  • 160 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.