Cetera Investment Advisers
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Cetera Investment Advisers’s FirstEnergy FE Stock Holding History

Cetera Investment Advisers’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 		$14.4M Buy
285,170
+21,861
+8% +$1.06M 0.02% 849
2025
Q4 		$11.8M Buy
263,309
+12,748
+5% +$585K 0.01% 931
2025
Q3 		$11.5M Buy
250,561
+50,607
+25% +$2.16M 0.01% 908
2025
Q2 		$8.05M Buy
199,954
+41,887
+26% +$1.73M 0.01% 932
2025
Q1 		$6.39M Buy
158,067
+58,338
+58% +$2.32M 0.01% 974
2024
Q4 		$3.97M Buy
99,729
+22,284
+29% +$932K 0.01% 1175
2024
Q3 		$3.43M Buy
77,445
+1,417
+2% +$59.6K 0.01% 1231
2024
Q2 		$2.91M Sell
76,028
-4,867
-6% -$189K 0.01% 1294
2024
Q1 		$3.12M Buy
80,895
+68,461
+551% +$2.56M 0.01% 1259
2023
Q4 		$456K Buy
12,434
+438
+4% +$15.9K ﹤0.01% 1533
2023
Q3 		$410K Sell
11,996
-2,493
-17% -$92.8K ﹤0.01% 1532
2023
Q2 		$563K Sell
14,489
-19,054
-57% -$748K ﹤0.01% 1384
2023
Q1 		$1.34M Buy
33,543
+2,442
+8% +$98.6K 0.01% 907
2022
Q4 		$1.3M Buy
31,101
+19,951
+179% +$780K 0.01% 879
2022
Q3 		$413K Sell
11,150
-1,027
-8% -$40.6K 0.01% 1075
2022
Q2 		$467K Sell
12,177
-3,512
-22% -$150K 0.01% 1138
2022
Q1 		$720K Buy
15,689
+861
+6% +$36.4K 0.01% 951
2021
Q4 		$617K Buy
14,828
+4,900
+49% +$189K 0.01% 1062
2021
Q3 		$354K Sell
9,928
-132
-1% -$5.01K 0.01% 1326
2021
Q2 		$374K Sell
10,060
-2,295
-19% -$85.3K 0.01% 1285
2021
Q1 		$429K Buy
12,355
+733
+6% +$23.9K 0.01% 1068
2020
Q4 		$356K Buy
11,622
+3,189
+38% +$95.6K 0.01% 1143
2020
Q3 		$242K Sell
8,433
-20,600
-71% -$646K 0.02% 548
2020
Q2 		$1.13M Sell
29,033
-255
-0.9% -$10.5K 0.1% 212
2020
Q1 		$1.17M Sell
29,288
-403
-1% -$18.7K 0.14% 165
2019
Q4 		$1.44M Buy
29,691
+1,095
+4% +$52.3K 0.14% 161
2019
Q3 		$1.38M Buy
28,596
+3,505
+14% +$159K 0.17% 147
2019
Q2 		$1.07M Buy
+25,091
New +$1.05M 0.14% 168

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

Cetera Investment Advisers's FE Position: Q1 2026 in Review

Cetera Investment Advisers increased its FirstEnergy (FE) stake by 8.3% in Q1 2026, buying an estimated $1.06M and bringing the position to 285,170 shares worth $14.4M. The position accounts for 0.02% of the portfolio, ranked #849.

Cetera Investment Advisers first reported a position in FE in Q2 2019 and has held it in 28 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Cetera Investment Advisers held 285,170 shares of FirstEnergy worth $14.4M as of Q1 2026.
  • Cetera Investment Advisers bought 21,861 FirstEnergy shares in Q1 2026, an estimated $1.06M.
  • FirstEnergy made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #849 holding.
  • Cetera Investment Advisers first reported a position in FirstEnergy in Q2 2019 and has held it in 28 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.