Gladstone Institutional Advisory’s FirstEnergy FE Stock Holding History

Gladstone Institutional 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	$276K	Buy	5,449 +160	+3%	+$7.76K	0.01%	698
2025 Q4	$237K	Buy	5,289 +4	+0.1%	+$184	0.01%	709
2025 Q3	$242K	Buy	5,285 +2	+0%	+$85	0.01%	711
2025 Q2	$213K	Buy	5,283 +1	+0%	+$41	0.01%	698
2025 Q1	$213K	Sell	5,282 -70	-1%	-$2.79K	0.01%	676
2024 Q4	$213K	Buy	5,352 +182	+4%	+$7.61K	0.01%	658
2024 Q3	$229K	Buy	+5,170	New	+$218K	0.01%	626
2020 Q2	–	Sell	-5,086	Closed	-$203K	–	263
2020 Q1	$203K	Buy	+5,086	New	+$236K	0.05%	252

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

Gladstone Institutional Advisory's FE Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its FirstEnergy (FE) stake by 3% in Q1 2026, buying an estimated $7.76K and bringing the position to 5,449 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #698.

Gladstone Institutional Advisory first reported a position in FE in Q1 2020 and has held it in 8 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Gladstone Institutional Advisory held 5,449 shares of FirstEnergy worth $276K as of Q1 2026.
Gladstone Institutional Advisory bought 160 FirstEnergy shares in Q1 2026, an estimated $7.76K.
FirstEnergy made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #698 holding.
Gladstone Institutional Advisory first reported a position in FirstEnergy in Q1 2020 and has held it in 8 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.