KAS
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Kestra Advisory Services’s FirstEnergy FE Stock Holding History

Kestra Advisory Services’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 		$2.16M Sell
42,708
-8,307
-16% -$403K 0.01% 1253
2025
Q4 		$2.28M Buy
51,015
+3,025
+6% +$139K 0.01% 1142
2025
Q3 		$2.2M Sell
47,990
-1,686
-3% -$72K 0.01% 1095
2025
Q2 		$2M Buy
49,676
+7,861
+19% +$324K 0.01% 1081
2025
Q1 		$1.69M Buy
41,815
+12,478
+43% +$497K 0.01% 1068
2024
Q4 		$1.17M Buy
29,337
+4,237
+17% +$177K 0.01% 1319
2024
Q3 		$1.11M Sell
25,100
-4,142
-14% -$174K 0.01% 1261
2024
Q2 		$1.07M Buy
29,242
+3,398
+13% +$132K 0.01% 1274
2024
Q1 		$998K Buy
25,844
+3,996
+18% +$149K 0.01% 1240
2023
Q4 		$801K Sell
21,848
-6,497
-23% -$235K 0.01% 1240
2023
Q3 		$969K Buy
28,345
+1,049
+4% +$39K 0.01% 1012
2023
Q2 		$1.06M Sell
27,296
-752
-3% -$29.5K 0.01% 954
2023
Q1 		$1.12M Sell
28,048
-10,812
-28% -$437K 0.01% 881
2022
Q4 		$1.63M Buy
38,860
+18,968
+95% +$742K 0.01% 834
2022
Q3 		$736K Buy
19,892
+3,406
+21% +$135K 0.01% 1113
2022
Q2 		$633K Buy
16,486
+241
+1% +$10.3K 0.01% 1182
2022
Q1 		$745K Sell
16,245
-1,967
-11% -$83.2K 0.01% 1084
2021
Q4 		$757K Sell
18,212
-50,796
-74% -$1.96M 0.01% 1096
2021
Q3 		$2.46M Buy
69,008
+53,826
+355% +$2.04M 0.02% 629
2021
Q2 		$565K Buy
15,182
+1,230
+9% +$45.7K 0.01% 1226
2021
Q1 		$484K Sell
13,952
-45,365
-76% -$1.48M 0.01% 1211
2020
Q4 		$1.79M Buy
+59,317
New +$1.78M 0.02% 631

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

Kestra Advisory Services's FE Position: Q1 2026 in Review

Kestra Advisory Services reduced its FirstEnergy (FE) stake by 16% in Q1 2026, selling an estimated $403K and leaving 42,708 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #1253.

Kestra Advisory Services first reported a position in FE in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.46M in Q3 2021. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Kestra Advisory Services held 42,708 shares of FirstEnergy worth $2.16M as of Q1 2026.
  • Kestra Advisory Services sold 8,307 FirstEnergy shares in Q1 2026, an estimated $403K.
  • FirstEnergy made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1253 holding.
  • Kestra Advisory Services first reported a position in FirstEnergy in Q4 2020 and has held it in 22 quarters since.
  • Kestra Advisory Services's FirstEnergy position peaked at $2.46M in Q3 2021.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.