Ameritas Advisory Services’s FirstEnergy FE Stock Holding History

Ameritas 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 Q1	$760K	Sell	15,003 -1,732	-10%	-$84K	0.03%	455
2025 Q4	$749K	Buy	16,735 +15,420	+1,173%	+$708K	0.03%	441
2025 Q3	$60.3K	Sell	1,315 -1,067	-45%	-$45.6K	﹤0.01%	1014
2025 Q2	$95.9K	Buy	+2,382	New	+$98.3K	0.01%	1013
2023 Q2	–	Sell	-2,875	Closed	-$116K	–	1208
2023 Q1	$116K	Buy	+2,875	New	+$116K	0.01%	943

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Advisory Services's FE Position: Q1 2026 in Review

Ameritas Advisory Services reduced its FirstEnergy (FE) stake by 10% in Q1 2026, selling an estimated $84K and leaving 15,003 shares worth $760K. The position accounts for 0.03% of the portfolio, ranked #455.

Ameritas Advisory Services first reported a position in FE in Q1 2023 and has held it in 5 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Ameritas Advisory Services held 15,003 shares of FirstEnergy worth $760K as of Q1 2026.
Ameritas Advisory Services sold 1,732 FirstEnergy shares in Q1 2026, an estimated $84K.
FirstEnergy made up 0.03% of Ameritas Advisory Services's portfolio in Q1 2026, its #455 holding.
Ameritas Advisory Services first reported a position in FirstEnergy in Q1 2023 and has held it in 5 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.