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 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 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

Arkadios Wealth Advisors's FE Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its FirstEnergy (FE) stake by 36% in Q1 2026, selling an estimated $529K and leaving 19,102 shares worth $968K. The position accounts for 0.02% of the portfolio, ranked #803.

Arkadios Wealth Advisors first reported a position in FE in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.34M in Q4 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Arkadios Wealth Advisors held 19,102 shares of FirstEnergy worth $968K as of Q1 2026.
Arkadios Wealth Advisors sold 10,911 FirstEnergy shares in Q1 2026, an estimated $529K.
FirstEnergy made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #803 holding.
Arkadios Wealth Advisors first reported a position in FirstEnergy in Q4 2019 and has held it in 14 quarters since.
Arkadios Wealth Advisors's FirstEnergy position peaked at $1.34M in Q4 2025.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.