EWP
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Elevation Wealth Partners’s FirstEnergy FE Stock Holding History

Elevation Wealth Partners’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 		$7.67K Sell
177
-223
-56% -$10.5K ﹤0.01% 985
2026
Q2 		$19K Buy
+400
New +$19K 0.01% 609

Other funds holding FE

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Elevation Wealth Partners's FE Position: Q3 2026 in Review

Elevation Wealth Partners reduced its FirstEnergy (FE) stake by 56% in Q3 2026, selling an estimated $10.5K and leaving 177 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Elevation Wealth Partners first reported a position in FE in Q2 2026 and has held it in 2 quarters since. The position peaked at $19K in Q2 2026. 30 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Elevation Wealth Partners held 177 shares of FirstEnergy worth $7.67K as of Q3 2026.
  • Elevation Wealth Partners sold 223 FirstEnergy shares in Q3 2026, an estimated $10.5K.
  • FirstEnergy made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #985 holding.
  • Elevation Wealth Partners first reported a position in FirstEnergy in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's FirstEnergy position peaked at $19K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.