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 Q3	$238K	Buy	5,500 +152	+3%	+$7.14K	0.01%	889
2026 Q2	$254K	Sell	5,348 -101	-2%	-$4.8K	0.01%	792
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 $824B AUM 37.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Gladstone Institutional Advisory's FE Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its FirstEnergy (FE) stake by 2.8% in Q3 2026, buying an estimated $7.14K and bringing the position to 5,500 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #889.

Gladstone Institutional Advisory first reported a position in FE in Q1 2020 and has held it in 10 quarters since. The position peaked at $276K in Q1 2026. 771 funds tracked by Wall St. Rank hold FE as of Q3 2026.

Gladstone Institutional Advisory held 5,500 shares of FirstEnergy worth $238K as of Q3 2026.
Gladstone Institutional Advisory bought 152 FirstEnergy shares in Q3 2026, an estimated $7.14K.
FirstEnergy made up 0.01% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #889 holding.
Gladstone Institutional Advisory first reported a position in FirstEnergy in Q1 2020 and has held it in 10 quarters since.
Gladstone Institutional Advisory's FirstEnergy position peaked at $276K in Q1 2026.
771 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.