GA
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GoalVest Advisory’s FirstEnergy FE Stock Holding History

GoalVest 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 		$28K Hold
646
– – ﹤0.01% 288
2026
Q2 		$30.7K Sell
646
-445
-41% -$21.1K 0.01% 259
2026
Q1 		$55.3K Hold
1,091
– – 0.01% 218
2025
Q4 		$48.8K Buy
1,091
+646
+145% +$29.7K 0.01% 247
2025
Q3 		$20.4K Hold
445
– – ﹤0.01% 292
2025
Q2 		$17.9K Buy
445
+442
+14,733% +$18.2K ﹤0.01% 280
2025
Q1 		$121 Buy
+3
New +$119 ﹤0.01% 489
2024
Q2 		– Sell
-410
Closed -$15.8K – 347
2024
Q1 		$15.8K Buy
410
+170
+71% +$6.36K 0.01% 284
2023
Q4 		$8.8K Buy
240
+50
+26% +$1.81K ﹤0.01% 260
2023
Q3 		$6.49K Buy
+190
New +$7.07K ﹤0.01% 322

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
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

GoalVest Advisory's FE Position: Q3 2026 in Review

GoalVest Advisory held its FirstEnergy (FE) position steady in Q3 2026 at 646 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

GoalVest Advisory first reported a position in FE in Q3 2023 and has held it in 10 quarters since. The position peaked at $55.3K in Q1 2026. 30 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • GoalVest Advisory held 646 shares of FirstEnergy worth $28K as of Q3 2026.
  • GoalVest Advisory left its FirstEnergy share count unchanged in Q3 2026.
  • FirstEnergy made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #288 holding.
  • GoalVest Advisory first reported a position in FirstEnergy in Q3 2023 and has held it in 10 quarters since.
  • GoalVest Advisory's FirstEnergy position peaked at $55.3K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.