WOSD
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WFA of San Diego’s FirstEnergy FE Stock Holding History

WFA of San Diego’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 		– Sell
-1,150
Closed -$51.5K – 413
2025
Q4 		$51.5K Hold
1,150
– – 0.04% 192
2025
Q3 		$52.7K Hold
1,150
– – 0.04% 194
2025
Q2 		$46.3K Buy
+1,150
New +$47.4K 0.03% 208
2023
Q1 		– Sell
-1,150
Closed -$48.2K – 179
2022
Q4 		$48.2K Buy
+1,150
New +$45K 0.04% 195

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

WFA of San Diego's FE Position: Q1 2026 in Review

WFA of San Diego sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 1,150 shares — an estimated $51.5K sold.

WFA of San Diego first reported a position in FE in Q4 2022 and held it in 4 quarters. The position peaked at $52.7K in Q3 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • WFA of San Diego reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
  • WFA of San Diego sold 1,150 FirstEnergy shares in Q1 2026, an estimated $51.5K.
  • WFA of San Diego first reported a position in FirstEnergy in Q4 2022 and held it in 4 quarters.
  • WFA of San Diego's FirstEnergy position peaked at $52.7K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.