Continuum Advisory’s FirstEnergy FE Stock Holding History

Continuum Advisory’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 Q2	$251K	Buy	5,276 +48	+0.9%	+$2.28K	0.02%	414
2026 Q1	$265K	Hold	5,228	–	–	0.03%	390
2025 Q4	$234K	Hold	5,228	–	–	0.02%	414
2025 Q3	$240K	Sell	5,228 -225	-4%	-$9.61K	0.03%	396
2025 Q2	$220K	Buy	5,453 +60	+1%	+$2.48K	0.03%	393
2025 Q1	$218K	Sell	5,393 -350	-6%	-$13.9K	0.03%	374
2024 Q4	$228K	Sell	5,743 -172	-3%	-$7.19K	0.03%	366
2024 Q3	$242K	Buy	5,915 +52	+0.9%	+$2.19K	0.03%	365
2024 Q2	$224K	Sell	5,863 -21	-0.4%	-$814	0.03%	357
2024 Q1	$234K	Sell	5,884 -724	-11%	-$27.1K	0.04%	348
2023 Q4	$242K	Sell	6,608 -1,107	-14%	-$40.1K	0.03%	410
2023 Q3	$264K	Buy	7,715 +655	+9%	+$24.4K	0.04%	389
2023 Q2	$274K	Buy	7,060 +1,907	+37%	+$74.8K	0.04%	381
2023 Q1	$206K	Buy	+5,153	New	+$208K	0.04%	406

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Continuum Advisory's FE Position: Q2 2026 in Review

Continuum Advisory increased its FirstEnergy (FE) stake by 0.92% in Q2 2026, buying an estimated $2.28K and bringing the position to 5,276 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #414.

Continuum Advisory first reported a position in FE in Q1 2023 and has held it in 14 quarters since. The position peaked at $274K in Q2 2023. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Continuum Advisory held 5,276 shares of FirstEnergy worth $251K as of Q2 2026.
Continuum Advisory bought 48 FirstEnergy shares in Q2 2026, an estimated $2.28K.
FirstEnergy made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #414 holding.
Continuum Advisory first reported a position in FirstEnergy in Q1 2023 and has held it in 14 quarters since.
Continuum Advisory's FirstEnergy position peaked at $274K in Q2 2023.
929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.