FFA
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Farther Finance Advisors’s FirstEnergy FE Stock Holding History

Farther Finance 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
Q3 		$838K Sell
19,330
-1,039
-5% -$48.8K 0.01% 1240
2026
Q2 		$969K Buy
20,369
+168
+0.8% +$7.98K 0.01% 1123
2026
Q1 		$1.03M Buy
20,201
+269
+1% +$13K 0.01% 946
2025
Q4 		$892K Buy
19,932
+2,506
+14% +$115K 0.01% 952
2025
Q3 		$798K Buy
17,426
+7,446
+75% +$318K 0.01% 841
2025
Q2 		$402K Buy
9,980
+556
+6% +$22.9K 0.01% 1017
2025
Q1 		$381K Buy
9,424
+5,877
+166% +$234K 0.01% 925
2024
Q4 		$141K Sell
3,547
-584
-14% -$24.4K 0.01% 1160
2024
Q3 		$183K Buy
4,131
+836
+25% +$35.2K 0.01% 1027
2024
Q2 		$126K Buy
3,295
+1,322
+67% +$51.3K 0.01% 1032
2024
Q1 		$75.7K Buy
1,973
+86
+5% +$3.22K ﹤0.01% 1041
2023
Q4 		$69.2K Buy
1,887
+765
+68% +$27.7K 0.01% 919
2023
Q3 		$38.3K Buy
1,122
+957
+580% +$35.6K 0.01% 862
2023
Q2 		$6.42K Buy
165
+9
+6% +$353 ﹤0.01% 1341
2023
Q1 		$6.25K Hold
156
– – ﹤0.01% 1262
2022
Q4 		$6.54K Buy
+156
New +$6.1K ﹤0.01% 1079

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
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
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Farther Finance Advisors's FE Position: Q3 2026 in Review

Farther Finance Advisors reduced its FirstEnergy (FE) stake by 5.1% in Q3 2026, selling an estimated $48.8K and leaving 19,330 shares worth $838K. The position accounts for 0.01% of the portfolio, ranked #1240.

Farther Finance Advisors first reported a position in FE in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.03M in Q1 2026. 30 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Farther Finance Advisors held 19,330 shares of FirstEnergy worth $838K as of Q3 2026.
  • Farther Finance Advisors sold 1,039 FirstEnergy shares in Q3 2026, an estimated $48.8K.
  • FirstEnergy made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1240 holding.
  • Farther Finance Advisors first reported a position in FirstEnergy in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's FirstEnergy position peaked at $1.03M in Q1 2026.
  • 30 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.