IAA
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Independent Advisor Alliance’s FirstEnergy FE Stock Holding History

Independent Advisor Alliance’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 		$1.16M Sell
22,933
-40
-0.2% -$1.94K 0.01% 753
2025
Q4 		$1.03M Sell
22,973
-252
-1% -$11.6K 0.03% 463
2025
Q3 		$1.06M Buy
23,225
+236
+1% +$10.1K 0.03% 432
2025
Q2 		$926K Buy
22,989
+241
+1% +$9.94K 0.03% 435
2025
Q1 		$919K Buy
22,748
+135
+0.6% +$5.38K 0.03% 387
2024
Q4 		$900K Buy
22,613
+2,632
+13% +$110K 0.01% 755
2024
Q3 		$886K Sell
19,981
-370
-2% -$15.6K 0.03% 349
2024
Q2 		$779K Sell
20,351
-151
-0.7% -$5.86K 0.03% 374
2024
Q1 		$792K Hold
20,502
– – 0.03% 362
2023
Q4 		$752K Sell
20,502
-228
-1% -$8.25K 0.03% 354
2023
Q3 		$709K Buy
20,730
+15,015
+263% +$559K 0.03% 349
2023
Q2 		$222K Buy
5,715
+187
+3% +$7.34K 0.01% 593
2023
Q1 		$221K Buy
+5,528
New +$223K 0.01% 588
2022
Q4 		– Sell
-20,595
Closed -$762K – 497
2022
Q3 		$762K Sell
20,595
-3,560
-15% -$141K 0.04% 295
2022
Q2 		$927K Buy
24,155
+13,740
+132% +$587K 0.05% 283
2022
Q1 		$478K Buy
10,415
+3,646
+54% +$154K 0.02% 405
2021
Q4 		$282K Sell
6,769
-495
-7% -$19.1K 0.01% 540
2021
Q3 		$259K Sell
7,264
-217
-3% -$8.24K 0.01% 523
2021
Q2 		$278K Sell
7,481
-623
-8% -$23.2K 0.02% 523
2021
Q1 		$281K Sell
8,104
-1,781
-18% -$58.2K 0.02% 496
2020
Q4 		$303K Sell
9,885
-1,797
-15% -$53.9K 0.02% 433
2020
Q3 		$335K Sell
11,682
-3,029
-21% -$95K 0.03% 368
2020
Q2 		$570K Buy
14,711
+1,739
+13% +$71.9K 0.06% 242
2020
Q1 		$520K Buy
12,972
+829
+7% +$38.5K 0.08% 209
2019
Q4 		$590K Sell
12,143
-62
-0.5% -$2.96K 0.03% 493
2019
Q3 		$589K Buy
12,205
+2,357
+24% +$107K 0.07% 232
2019
Q2 		$422K Buy
9,848
+3,080
+46% +$129K 0.06% 239
2019
Q1 		$282K Buy
+6,768
New +$269K 0.04% 329

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's FE Position: Q1 2026 in Review

Independent Advisor Alliance reduced its FirstEnergy (FE) stake by 0.17% in Q1 2026, selling an estimated $1.94K and leaving 22,933 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #753.

Independent Advisor Alliance first reported a position in FE in Q1 2019 and has held it in 28 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Independent Advisor Alliance held 22,933 shares of FirstEnergy worth $1.16M as of Q1 2026.
  • Independent Advisor Alliance sold 40 FirstEnergy shares in Q1 2026, an estimated $1.94K.
  • FirstEnergy made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #753 holding.
  • Independent Advisor Alliance first reported a position in FirstEnergy in Q1 2019 and has held it in 28 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.