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Capital Investment Advisors’s FirstEnergy FE Stock Holding History

Capital Investment 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 		$404K Sell
7,983
-258
-3% -$12.5K 0.01% 533
2025
Q4 		$369K Buy
8,241
+594
+8% +$27.3K 0.01% 544
2025
Q3 		$350K Sell
7,647
-1,089
-12% -$46.5K 0.01% 547
2025
Q2 		$352K Buy
8,736
+61
+0.7% +$2.52K 0.01% 524
2025
Q1 		$351K Sell
8,675
-1,356
-14% -$54K 0.01% 508
2024
Q4 		$399K Buy
10,031
+16
+0.2% +$669 0.01% 460
2024
Q3 		$444K Sell
10,015
-177
-2% -$7.45K 0.01% 428
2024
Q2 		$390K Sell
10,192
-5
-0% -$194 0.01% 443
2024
Q1 		$394K Sell
10,197
-926
-8% -$34.6K 0.01% 440
2023
Q4 		$408K Sell
11,123
-57
-0.5% -$2.06K 0.01% 419
2023
Q3 		$382K Buy
11,180
+141
+1% +$5.25K 0.01% 409
2023
Q2 		$429K Sell
11,039
-225
-2% -$8.83K 0.01% 361
2023
Q1 		$451K Buy
11,264
+14
+0.1% +$566 0.01% 363
2022
Q4 		$472K Sell
11,250
-535
-5% -$20.9K 0.01% 365
2022
Q3 		$436K Buy
11,785
+50
+0.4% +$1.98K 0.01% 354
2022
Q2 		$450K Buy
11,735
+13
+0.1% +$555 0.01% 358
2022
Q1 		$538K Sell
11,722
-376
-3% -$15.9K 0.02% 350
2021
Q4 		$503K Sell
12,098
-100
-0.8% -$3.86K 0.02% 373
2021
Q3 		$434K Sell
12,198
-563
-4% -$21.4K 0.01% 381
2021
Q2 		$475K Sell
12,761
-1,239
-9% -$46.1K 0.02% 370
2021
Q1 		$486K Buy
14,000
+311
+2% +$10.2K 0.02% 350
2020
Q4 		$419K Sell
13,689
-616
-4% -$18.5K 0.02% 356
2020
Q3 		$411K Sell
14,305
-278
-2% -$8.72K 0.02% 340
2020
Q2 		$566K Buy
14,583
+12
+0.1% +$496 0.03% 294
2020
Q1 		$584K Buy
14,571
+2,416
+20% +$112K 0.04% 260
2019
Q4 		$591K Sell
12,155
-590
-5% -$28.2K 0.03% 298
2019
Q3 		$615K Sell
12,745
-27
-0.2% -$1.22K 0.03% 279
2019
Q2 		$547K Sell
12,772
-498
-4% -$20.9K 0.03% 295
2019
Q1 		$552K Sell
13,270
-1,018
-7% -$40.4K 0.03% 290
2018
Q4 		$537K Buy
14,288
+217
+2% +$8.22K 0.04% 273
2018
Q3 		$523K Buy
14,071
+212
+2% +$7.75K 0.03% 288
2018
Q2 		$498K Sell
13,859
-275
-2% -$9.42K 0.03% 299
2018
Q1 		$481K Buy
14,134
+3,771
+36% +$121K 0.03% 300
2017
Q4 		$317K Sell
10,363
-959
-8% -$31.2K 0.02% 375
2017
Q3 		$349K Sell
11,322
-634
-5% -$20K 0.02% 344
2017
Q2 		$349K Sell
11,956
-346
-3% -$10.3K 0.03% 341
2017
Q1 		$391K Sell
12,302
-375
-3% -$11.6K 0.03% 319
2016
Q4 		$393K Sell
12,677
-1,314
-9% -$42.1K 0.03% 306
2016
Q3 		$463K Sell
13,991
-155
-1% -$5.27K 0.04% 276
2016
Q2 		$494K Hold
14,146
– – 0.05% 260
2016
Q1 		$509K Sell
14,146
-765
-5% -$25.7K 0.05% 250
2015
Q4 		$473K Sell
14,911
-500
-3% -$15.7K 0.05% 256
2015
Q3 		$483K Buy
15,411
+185
+1% +$6.05K 0.05% 234
2015
Q2 		$496K Sell
15,226
-349
-2% -$12.2K 0.05% 237
2015
Q1 		$546K Sell
15,575
-450
-3% -$16.8K 0.06% 231
2014
Q4 		$625K Sell
16,025
-1,926
-11% -$70.6K 0.07% 219
2014
Q3 		$603K Sell
17,951
-868
-5% -$28.7K 0.07% 208
2014
Q2 		$653K Sell
18,819
-1,296
-6% -$43.6K 0.07% 207
2014
Q1 		$684K Sell
20,115
-2,685
-12% -$84.9K 0.09% 200
2013
Q4 		$752K Buy
+22,800
New +$803K 0.1% 188

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Investment Advisors reduced its FirstEnergy (FE) stake by 3.1% in Q1 2026, selling an estimated $12.5K and leaving 7,983 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #533.

Capital Investment Advisors first reported a position in FE in Q4 2013 and has held it in 50 quarters since. The position peaked at $752K in Q4 2013. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Capital Investment Advisors held 7,983 shares of FirstEnergy worth $404K as of Q1 2026.
  • Capital Investment Advisors sold 258 FirstEnergy shares in Q1 2026, an estimated $12.5K.
  • FirstEnergy made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #533 holding.
  • Capital Investment Advisors first reported a position in FirstEnergy in Q4 2013 and has held it in 50 quarters since.
  • Capital Investment Advisors's FirstEnergy position peaked at $752K in Q4 2013.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.