Elevated Capital Advisors’s FirstEnergy FE Stock Holding History

Elevated Capital 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 Q2	$349K	Sell	7,351 -7,747	-51%	-$368K	0.1%	179
2026 Q1	$765K	Buy	15,098 +99	+0.7%	+$4.8K	0.19%	128
2025 Q4	$671K	Buy	14,999 +427	+3%	+$19.6K	0.16%	161
2025 Q3	$668K	Sell	14,572 -1,553	-10%	-$66.3K	0.17%	165
2025 Q2	$652K	Hold	16,125	–	–	0.18%	160
2025 Q1	$652K	Buy	16,125 +753	+5%	+$30K	0.18%	160
2024 Q4	$611K	Sell	15,372 -69	-0.4%	-$2.88K	0.17%	172
2024 Q3	$685K	Sell	15,441 -368	-2%	-$15.5K	0.18%	173
2024 Q2	$605K	Buy	+15,809	New	+$613K	0.17%	163

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

Elevated Capital Advisors's FE Position: Q2 2026 in Review

Elevated Capital Advisors reduced its FirstEnergy (FE) stake by 51% in Q2 2026, selling an estimated $368K and leaving 7,351 shares worth $349K. The position accounts for 0.1% of the portfolio, ranked #179.

Elevated Capital Advisors first reported a position in FE in Q2 2024 and has held it in 9 quarters since. The position peaked at $765K in Q1 2026. 923 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Elevated Capital Advisors held 7,351 shares of FirstEnergy worth $349K as of Q2 2026.
Elevated Capital Advisors sold 7,747 FirstEnergy shares in Q2 2026, an estimated $368K.
FirstEnergy made up 0.1% of Elevated Capital Advisors's portfolio in Q2 2026, its #179 holding.
Elevated Capital Advisors first reported a position in FirstEnergy in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's FirstEnergy position peaked at $765K in Q1 2026.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.