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 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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Gladstone Institutional Advisory's FE Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its FirstEnergy (FE) stake by 1.9% in Q2 2026, selling an estimated $4.8K and leaving 5,348 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #792.

Gladstone Institutional Advisory first reported a position in FE in Q1 2020 and has held it in 9 quarters since. The position peaked at $276K in Q1 2026. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

Gladstone Institutional Advisory held 5,348 shares of FirstEnergy worth $254K as of Q2 2026.
Gladstone Institutional Advisory sold 101 FirstEnergy shares in Q2 2026, an estimated $4.8K.
FirstEnergy made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #792 holding.
Gladstone Institutional Advisory first reported a position in FirstEnergy in Q1 2020 and has held it in 9 quarters since.
Gladstone Institutional Advisory's FirstEnergy position peaked at $276K in Q1 2026.
930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.