Advisors Asset Management’s FirstEnergy FE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.96M Buy
58,444
+6,355
+12% +$308K 0.05% 477
2025
Q4
$2.33M Buy
52,089
+5,339
+11% +$245K 0.04% 553
2025
Q3
$2.14M Buy
46,750
+4,118
+10% +$176K 0.04% 579
2025
Q2
$1.72M Buy
42,632
+14,718
+53% +$607K 0.03% 613
2025
Q1
$1.13M Sell
27,914
-1,472
-5% -$58.6K 0.02% 716
2024
Q4
$1.17M Buy
29,386
+179
+0.6% +$7.48K 0.02% 704
2024
Q3
$1.3M Sell
29,207
-4,965
-15% -$209K 0.02% 677
2024
Q2
$1.31M Buy
34,172
+1,092
+3% +$42.4K 0.03% 646
2024
Q1
$1.28M Sell
33,080
-2,946
-8% -$110K 0.02% 677
2023
Q4
$1.32M Buy
36,026
+393
+1% +$14.2K 0.03% 648
2023
Q3
$1.22M Sell
35,633
-628
-2% -$23.4K 0.03% 663
2023
Q2
$1.41M Sell
36,261
-7,057
-16% -$277K 0.03% 629
2023
Q1
$1.74M Sell
43,318
-3,940
-8% -$159K 0.04% 559
2022
Q4
$1.98M Sell
47,258
-772
-2% -$30.2K 0.04% 497
2022
Q3
$1.78M Sell
48,030
-2,709
-5% -$107K 0.04% 533
2022
Q2
$1.95M Sell
50,739
-67,514
-57% -$2.88M 0.04% 520
2022
Q1
$5.42M Sell
118,253
-76,712
-39% -$3.24M 0.08% 253
2021
Q4
$8.11M Sell
194,965
-54,838
-22% -$2.11M 0.12% 182
2021
Q3
$8.9M Sell
249,803
-8,066
-3% -$306K 0.14% 148
2021
Q2
$9.6M Buy
257,869
+33,061
+15% +$1.23M 0.14% 144
2021
Q1
$7.8M Buy
224,808
+77,036
+52% +$2.52M 0.12% 167
2020
Q4
$4.52M Buy
147,772
+74,215
+101% +$2.22M 0.07% 265
2020
Q3
$2.11M Buy
73,557
+37,126
+102% +$1.16M 0.04% 451
2020
Q2
$1.41M Buy
36,431
+793
+2% +$32.8K 0.03% 585
2020
Q1
$1.43M Sell
35,638
-2,562
-7% -$119K 0.03% 516
2019
Q4
$1.86M Sell
38,200
-3,726
-9% -$178K 0.03% 557
2019
Q3
$2.02M Sell
41,926
-4,973
-11% -$225K 0.04% 528
2019
Q2
$2.01M Sell
46,899
-16,749
-26% -$704K 0.04% 542
2019
Q1
$2.65M Sell
63,648
-147,075
-70% -$5.84M 0.05% 448
2018
Q4
$7.91M Sell
210,723
-157,554
-43% -$5.97M 0.16% 150
2018
Q3
$13.7M Sell
368,277
-140,094
-28% -$5.12M 0.22% 109
2018
Q2
$18.3M Sell
508,371
-336,047
-40% -$11.5M 0.31% 66
2018
Q1
$27.3M Buy
844,418
+8,149
+1% +$262K 0.46% 29
2017
Q4
$25.6M Buy
836,269
+1,208
+0.1% +$39.3K 0.42% 39
2017
Q3
$25.7M Buy
835,061
+4,788
+0.6% +$151K 0.43% 37
2017
Q2
$24.2M Buy
830,273
+145,536
+21% +$4.32M 0.4% 36
2017
Q1
$21.8M Buy
684,737
+203,297
+42% +$6.27M 0.37% 48
2016
Q4
$14.9M Buy
481,440
+179,784
+60% +$5.76M 0.25% 90
2016
Q3
$9.98M Buy
301,656
+157,803
+110% +$5.36M 0.16% 170
2016
Q2
$5.02M Buy
143,853
+77,201
+116% +$2.62M 0.08% 353
2016
Q1
$2.4M Sell
66,652
-6,121
-8% -$206K 0.04% 589
2015
Q4
$2.31M Sell
72,773
-273,601
-79% -$8.6M 0.04% 608
2015
Q3
$10.8M Sell
346,374
-297,272
-46% -$9.73M 0.17% 160
2015
Q2
$21M Sell
643,646
-274,576
-30% -$9.6M 0.29% 85
2015
Q1
$32.2M Sell
918,222
-225,413
-20% -$8.43M 0.43% 45
2014
Q4
$44.6M Sell
1,143,635
-77,305
-6% -$2.83M 0.6% 21
2014
Q3
$41M Buy
1,220,940
+105,024
+9% +$3.47M 0.57% 22
2014
Q2
$38.7M Buy
1,115,916
+140,859
+14% +$4.74M 0.54% 35
2014
Q1
$33.2M Buy
975,057
+106,890
+12% +$3.38M 0.5% 40
2013
Q4
$28.6M Buy
868,167
+81,818
+10% +$2.88M 0.46% 47
2013
Q3
$28.7M Buy
786,349
+158,135
+25% +$5.94M 0.51% 41
2013
Q2
$23.5M Buy
+628,214
New +$26.4M 0.44% 49

Other funds holding FE

Advisors Asset Management's FE Position: Q1 2026 in Review

Advisors Asset Management increased its FirstEnergy (FE) stake by 12% in Q1 2026, buying an estimated $308K and bringing the position to 58,444 shares worth $2.96M. The position accounts for 0.05% of the portfolio, ranked #477.

Advisors Asset Management first reported a position in FE in Q2 2013 and has held it in 52 quarters since. The position peaked at $44.6M in Q4 2014. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Advisors Asset Management held 58,444 shares of FirstEnergy worth $2.96M as of Q1 2026.
  • Advisors Asset Management bought 6,355 FirstEnergy shares in Q1 2026, an estimated $308K.
  • FirstEnergy made up 0.05% of Advisors Asset Management's portfolio in Q1 2026, its #477 holding.
  • Advisors Asset Management first reported a position in FirstEnergy in Q2 2013 and has held it in 52 quarters since.
  • Advisors Asset Management's FirstEnergy position peaked at $44.6M in Q4 2014.
  • 924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.