Kestra Advisory Services
FE icon

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
Q3 		$2.04M Buy
46,990
+5,960
+15% +$280K 0.01% 1449
2026
Q2 		$1.95M Sell
41,030
-1,678
-4% -$79.7K 0.01% 1376
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services's FE Position: Q3 2026 in Review

Kestra Advisory Services increased its FirstEnergy (FE) stake by 15% in Q3 2026, buying an estimated $280K and bringing the position to 46,990 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #1449.

Kestra Advisory Services first reported a position in FE in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.46M in Q3 2021. 520 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Kestra Advisory Services held 46,990 shares of FirstEnergy worth $2.04M as of Q3 2026.
  • Kestra Advisory Services bought 5,960 FirstEnergy shares in Q3 2026, an estimated $280K.
  • FirstEnergy made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1449 holding.
  • Kestra Advisory Services first reported a position in FirstEnergy in Q4 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's FirstEnergy position peaked at $2.46M in Q3 2021.
  • 520 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.