Aptus Capital Advisors’s FirstEnergy FE Stock Holding History

Aptus Capital 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 Q1	–	Sell	-5,274	Closed	-$236K	–	1709
2025 Q4	$236K	Buy	5,274 +123	+2%	+$5.65K	﹤0.01%	975
2025 Q3	$236K	Buy	+5,151	New	+$220K	﹤0.01%	921
2024 Q4	–	Sell	-4,556	Closed	-$202K	–	1432
2024 Q3	$202K	Buy	+4,556	New	+$192K	﹤0.01%	766

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aptus Capital Advisors's FE Position: Q1 2026 in Review

Aptus Capital Advisors sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 5,274 shares — an estimated $236K sold.

Aptus Capital Advisors first reported a position in FE in Q3 2024 and held it in 3 quarters. The position peaked at $236K in Q4 2025. 929 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Aptus Capital Advisors reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
Aptus Capital Advisors sold 5,274 FirstEnergy shares in Q1 2026, an estimated $236K.
Aptus Capital Advisors first reported a position in FirstEnergy in Q3 2024 and held it in 3 quarters.
Aptus Capital Advisors's FirstEnergy position peaked at $236K in Q4 2025.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.