WestEnd Advisors’s FirstEnergy FE Stock Holding History

WestEnd 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	$1.14K	Buy	24 +2	+9%	+$95	﹤0.01%	265
2026 Q1	$1.11K	Hold	22	–	–	﹤0.01%	225
2025 Q4	$985	Sell	22 -2	-8%	-$92	﹤0.01%	237
2025 Q3	$1.1K	Buy	+24	New	+$1.02K	﹤0.01%	218
2024 Q4	–	Sell	-7	Closed	-$310	–	377
2024 Q3	$310	Sell	7 -1	-13%	-$42	﹤0.01%	240
2024 Q2	$306	Hold	8	–	–	﹤0.01%	208
2024 Q1	$309	Buy	8 +1	+14%	+$37	﹤0.01%	201
2023 Q4	$257	Sell	7 -7	-50%	-$253	﹤0.01%	214
2023 Q3	$479	Buy	+14	New	+$521	﹤0.01%	155
2023 Q1	–	Sell	-12	Closed	-$485	–	153
2022 Q4	$503	Buy	12 +3	+33%	+$117	﹤0.01%	146
2022 Q3	$0	Buy	9 +3	+50%	+$119	﹤0.01%	209
2022 Q2	$230	Buy	+6	New	+$256	﹤0.01%	197

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

WestEnd Advisors's FE Position: Q2 2026 in Review

WestEnd Advisors increased its FirstEnergy (FE) stake by 9.1% in Q2 2026, buying an estimated $95 and bringing the position to 24 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

WestEnd Advisors first reported a position in FE in Q2 2022 and has held it in 12 quarters since. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

WestEnd Advisors held 24 shares of FirstEnergy worth $1.14K as of Q2 2026.
WestEnd Advisors bought 2 FirstEnergy shares in Q2 2026, an estimated $95.
FirstEnergy made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #265 holding.
WestEnd Advisors first reported a position in FirstEnergy in Q2 2022 and has held it in 12 quarters since.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.