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Arkadios Wealth Advisors’s FirstEnergy FE Stock Holding History

Arkadios Wealth 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 		$596K Sell
12,547
-6,555
-34% -$311K 0.01% 1048
2026
Q1 		$968K Sell
19,102
-10,911
-36% -$529K 0.02% 803
2025
Q4 		$1.34M Buy
30,013
+17,104
+132% +$785K 0.03% 583
2025
Q3 		$592K Buy
12,909
+1,636
+15% +$69.8K 0.01% 859
2025
Q2 		$454K Sell
11,273
-2,300
-17% -$94.9K 0.01% 884
2025
Q1 		$549K Buy
13,573
+8,495
+167% +$338K 0.02% 677
2024
Q4 		$202K Buy
+5,078
New +$212K 0.01% 858
2021
Q4 		– Sell
-404
Closed -$14K – 975
2021
Q3 		$14K Hold
404
– – ﹤0.01% 1342
2021
Q2 		$15K Buy
404
+200
+98% +$7.44K ﹤0.01% 1397
2021
Q1 		$7K Hold
204
– – ﹤0.01% 1281
2020
Q4 		$6K Hold
204
– – ﹤0.01% 1071
2020
Q3 		$6.46K Sell
204
-29
-12% -$910 ﹤0.01% 812
2020
Q2 		$9.53K Sell
233
-9
-4% -$372 0.01% 689
2020
Q1 		$9.7K Sell
242
-5
-2% -$232 0.01% 648
2019
Q4 		$12.8K Buy
+247
New +$11.8K 0.01% 538

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arkadios Wealth Advisors's FE Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its FirstEnergy (FE) stake by 34% in Q2 2026, selling an estimated $311K and leaving 12,547 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #1048.

Arkadios Wealth Advisors first reported a position in FE in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.34M in Q4 2025. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Arkadios Wealth Advisors held 12,547 shares of FirstEnergy worth $596K as of Q2 2026.
  • Arkadios Wealth Advisors sold 6,555 FirstEnergy shares in Q2 2026, an estimated $311K.
  • FirstEnergy made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1048 holding.
  • Arkadios Wealth Advisors first reported a position in FirstEnergy in Q4 2019 and has held it in 15 quarters since.
  • Arkadios Wealth Advisors's FirstEnergy position peaked at $1.34M in Q4 2025.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.