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 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 $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Continuum Advisory's FE Position: Q1 2026 in Review

Continuum Advisory held its FirstEnergy (FE) position steady in Q1 2026 at 5,228 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #390.

Continuum Advisory first reported a position in FE in Q1 2023 and has held it in 13 quarters since. The position peaked at $274K in Q2 2023. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Continuum Advisory held 5,228 shares of FirstEnergy worth $265K as of Q1 2026.
Continuum Advisory left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #390 holding.
Continuum Advisory first reported a position in FirstEnergy in Q1 2023 and has held it in 13 quarters since.
Continuum Advisory's FirstEnergy position peaked at $274K in Q2 2023.
924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.