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 Q2	–	Sell	-15,003	Closed	-$760K	–	2019
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 $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

Ameritas Advisory Services's FE Position: Q2 2026 in Review

Ameritas Advisory Services sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 15,003 shares — an estimated $760K sold.

Ameritas Advisory Services first reported a position in FE in Q1 2023 and held it in 5 quarters. The position peaked at $760K in Q1 2026. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Ameritas Advisory Services reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 15,003 FirstEnergy shares in Q2 2026, an estimated $760K.
Ameritas Advisory Services first reported a position in FirstEnergy in Q1 2023 and held it in 5 quarters.
Ameritas Advisory Services's FirstEnergy position peaked at $760K in Q1 2026.
930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.