Cedar Mountain Advisors’s FirstEnergy FE Stock Holding History

Cedar Mountain 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 Q3	$42.1K	Buy	972 +9	+0.9%	+$423	0.01%	180
2026 Q2	$45.8K	Buy	963 +9	+0.9%	+$427	0.01%	189
2026 Q1	$48.3K	Buy	954 +8	+0.8%	+$388	0.01%	157
2025 Q4	$42.4K	Buy	946 +8	+0.9%	+$367	0.01%	126
2025 Q3	$43K	Buy	938 +75	+9%	+$3.2K	0.01%	124
2025 Q2	$34.8K	Buy	863 +9	+1%	+$371	0.01%	122
2025 Q1	$34.5K	Buy	854 +9	+1%	+$358	0.01%	112
2024 Q4	$33.6K	Buy	+845	New	+$35.3K	0.01%	119

Other funds holding FE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Cedar Mountain Advisors's FE Position: Q3 2026 in Review

Cedar Mountain Advisors increased its FirstEnergy (FE) stake by 0.93% in Q3 2026, buying an estimated $423 and bringing the position to 972 shares worth $42.1K. The position accounts for 0.01% of the portfolio, ranked #180.

Cedar Mountain Advisors first reported a position in FE in Q4 2024 and has held it in 8 quarters since. The position peaked at $48.3K in Q1 2026. 128 funds tracked by Wall St. Rank hold FE as of Q3 2026.

Cedar Mountain Advisors held 972 shares of FirstEnergy worth $42.1K as of Q3 2026.
Cedar Mountain Advisors bought 9 FirstEnergy shares in Q3 2026, an estimated $423.
FirstEnergy made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #180 holding.
Cedar Mountain Advisors first reported a position in FirstEnergy in Q4 2024 and has held it in 8 quarters since.
Cedar Mountain Advisors's FirstEnergy position peaked at $48.3K in Q1 2026.
128 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.