Capital Advisors Ltd’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32K | Hold |
676
| – | – | ﹤0.01% | 584 |
|
|
2026
Q1 | $34K | Hold |
676
| – | – | ﹤0.01% | 578 |
|
|
2025
Q4 | $30K | Hold |
676
| – | – | ﹤0.01% | 586 |
|
|
2025
Q3 | $31K | Hold |
676
| – | – | ﹤0.01% | 566 |
|
|
2025
Q2 | $27K | Buy |
676
+440
| +186% | +$18.2K | ﹤0.01% | 575 |
|
|
2025
Q1 | $10K | Sell |
236
-61
| -21% | -$2.43K | ﹤0.01% | 768 |
|
|
2024
Q4 | $12K | Buy |
297
+60
| +25% | +$2.51K | ﹤0.01% | 736 |
|
|
2024
Q3 | $11K | Hold |
237
| – | – | ﹤0.01% | 751 |
|
|
2024
Q2 | $9K | Sell |
237
-23
| -9% | -$892 | ﹤0.01% | 770 |
|
|
2024
Q1 | $10K | Buy |
260
+18
| +7% | +$673 | ﹤0.01% | 713 |
|
|
2023
Q4 | $9K | Buy |
242
+134
| +124% | +$4.85K | ﹤0.01% | 705 |
|
|
2023
Q3 | $4K | Buy |
108
+84
| +350% | +$3.13K | ﹤0.01% | 873 |
|
|
2023
Q2 | $1K | Sell |
24
-68
| -74% | -$2.67K | ﹤0.01% | 1133 |
|
|
2023
Q1 | $4K | Buy |
92
+78
| +557% | +$3.15K | ﹤0.01% | 739 |
|
|
2022
Q4 | $1K | Sell |
14
-2,558
| -99% | -$100K | ﹤0.01% | 990 |
|
|
2022
Q3 | $95K | Buy |
2,572
+123
| +5% | +$4.86K | 0.02% | 314 |
|
|
2022
Q2 | $94K | Buy |
2,449
+1,930
| +372% | +$82.4K | 0.02% | 309 |
|
|
2022
Q1 | $24K | Hold |
519
| – | – | ﹤0.01% | 428 |
|
|
2021
Q4 | $22K | Buy |
519
+13
| +3% | +$501 | ﹤0.01% | 426 |
|
|
2021
Q3 | $18K | Hold |
506
| – | – | ﹤0.01% | 386 |
|
|
2021
Q2 | $19K | Hold |
506
| – | – | ﹤0.01% | 368 |
|
|
2021
Q1 | $18K | Hold |
506
| – | – | ﹤0.01% | 362 |
|
|
2020
Q4 | $15K | Hold |
506
| – | – | ﹤0.01% | 362 |
|
|
2020
Q3 | $15K | Hold |
506
| – | – | ﹤0.01% | 355 |
|
|
2020
Q2 | $20K | Hold |
506
| – | – | 0.01% | 328 |
|
|
2020
Q1 | $20K | Hold |
506
| – | – | 0.01% | 313 |
|
|
2019
Q4 | $25K | Hold |
506
| – | – | 0.01% | 292 |
|
|
2019
Q3 | $24K | Sell |
506
-13
| -3% | -$588 | 0.01% | 295 |
|
|
2019
Q2 | $22K | Buy |
519
+506
| +3,892% | +$21.3K | 0.01% | 326 |
|
|
2019
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 425 |
|
|
2018
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 456 |
|
|
2018
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 480 |
|
|
2018
Q2 | $0 | Buy |
+13
| New | +$445 | ﹤0.01% | 403 |
|
Other funds holding FE
Capital Advisors Ltd's FE Position: Q2 2026 in Review
Capital Advisors Ltd held its FirstEnergy (FE) position steady in Q2 2026 at 676 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #584.
Capital Advisors Ltd first reported a position in FE in Q2 2018 and has held it in 33 quarters since. The position peaked at $95K in Q3 2022. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.
- Capital Advisors Ltd held 676 shares of FirstEnergy worth $32K as of Q2 2026.
- Capital Advisors Ltd left its FirstEnergy share count unchanged in Q2 2026.
- FirstEnergy made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #584 holding.
- Capital Advisors Ltd first reported a position in FirstEnergy in Q2 2018 and has held it in 33 quarters since.
- Capital Advisors Ltd's FirstEnergy position peaked at $95K in Q3 2022.
- 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.
Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.