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GAMMA Investing’s FirstEnergy FE Stock Holding History

GAMMA Investing’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 		$799K Buy
18,430
+1,579
+9% +$74.2K 0.03% 500
2026
Q2 		$801K Sell
16,851
-318
-2% -$15.1K 0.03% 475
2026
Q1 		$870K Buy
17,169
+1,816
+12% +$88.1K 0.04% 381
2025
Q4 		$687K Buy
15,353
+1,021
+7% +$46.9K 0.03% 421
2025
Q3 		$657K Buy
14,332
+2,441
+21% +$104K 0.04% 424
2025
Q2 		$479K Buy
11,891
+1,204
+11% +$49.7K 0.03% 497
2025
Q1 		$432K Sell
10,687
-210
-2% -$8.36K 0.03% 470
2024
Q4 		$433K Buy
10,897
+634
+6% +$26.5K 0.04% 401
2024
Q3 		$455K Buy
10,263
+1,201
+13% +$50.5K 0.05% 357
2024
Q2 		$347K Buy
9,062
+2,950
+48% +$114K 0.05% 349
2024
Q1 		$236K Buy
6,112
+1,290
+27% +$48.3K 0.05% 345
2023
Q4 		$177K Buy
+4,822
New +$175K 0.05% 344

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
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

GAMMA Investing's FE Position: Q3 2026 in Review

GAMMA Investing increased its FirstEnergy (FE) stake by 9.4% in Q3 2026, buying an estimated $74.2K and bringing the position to 18,430 shares worth $799K. The position accounts for 0.03% of the portfolio, ranked #500.

GAMMA Investing first reported a position in FE in Q4 2023 and has held it in 12 quarters since. The position peaked at $870K in Q1 2026. 30 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • GAMMA Investing held 18,430 shares of FirstEnergy worth $799K as of Q3 2026.
  • GAMMA Investing bought 1,579 FirstEnergy shares in Q3 2026, an estimated $74.2K.
  • FirstEnergy made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #500 holding.
  • GAMMA Investing first reported a position in FirstEnergy in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's FirstEnergy position peaked at $870K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.