Whipplewood Advisors’s FirstEnergy FE Stock Holding History

Whipplewood 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	–	Sell	-47	Closed	-$2.38K	–	805
2026 Q1	$2.38K	Buy	47 +34	+262%	+$1.65K	﹤0.01%	745
2025 Q4	$582	Buy	+13	New	+$597	﹤0.01%	450
2025 Q3	–	Sell	-110	Closed	-$4.43K	–	612
2025 Q2	$4.43K	Buy	110 +73	+197%	+$3.01K	﹤0.01%	719
2025 Q1	$4.45K	Sell	37 -100	-73%	-$3.98K	﹤0.01%	726
2024 Q4	$5.45K	Buy	+137	New	+$5.73K	﹤0.01%	684

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $39B AUM 18.55% 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

Whipplewood Advisors's FE Position: Q2 2026 in Review

Whipplewood Advisors sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 47 shares — an estimated $2.38K sold.

Whipplewood Advisors first reported a position in FE in Q4 2024 and held it in 5 quarters. The position peaked at $5.45K in Q4 2024. 931 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Whipplewood Advisors reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 47 FirstEnergy shares in Q2 2026, an estimated $2.38K.
Whipplewood Advisors first reported a position in FirstEnergy in Q4 2024 and held it in 5 quarters.
Whipplewood Advisors's FirstEnergy position peaked at $5.45K in Q4 2024.
931 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.