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Kestra Private Wealth Services’s FirstEnergy FE Stock Holding History

Kestra Private Wealth 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 		$294K Sell
5,803
-369
-6% -$17.9K ﹤0.01% 1464
2025
Q4 		$276K Sell
6,172
-213
-3% -$9.78K ﹤0.01% 1463
2025
Q3 		$293K Sell
6,385
-14,529
-69% -$620K ﹤0.01% 1376
2025
Q2 		$842K Sell
20,914
-60
-0.3% -$2.48K 0.01% 806
2025
Q1 		$848K Buy
20,974
+412
+2% +$16.4K 0.01% 739
2024
Q4 		$818K Buy
20,562
+2,195
+12% +$91.8K 0.01% 723
2024
Q3 		$815K Buy
+18,367
New +$773K 0.01% 676
2023
Q3 		– Sell
-9,812
Closed -$381K – 1188
2023
Q2 		$381K Sell
9,812
-69
-0.7% -$2.71K 0.01% 732
2023
Q1 		$396K Buy
9,881
+1,207
+14% +$48.8K 0.02% 671
2022
Q4 		$364K Sell
8,674
-937
-10% -$36.6K 0.02% 615
2022
Q3 		$356K Sell
9,611
-1,063
-10% -$42K 0.02% 595
2022
Q2 		$410K Sell
10,674
-128
-1% -$5.46K 0.02% 564
2022
Q1 		$495K Sell
10,802
-742
-6% -$31.4K 0.02% 581
2021
Q4 		$480K Buy
11,544
+41
+0.4% +$1.58K 0.02% 608
2021
Q3 		$410K Buy
11,503
+1,295
+13% +$49.1K 0.02% 597
2021
Q2 		$380K Buy
10,208
+1,844
+22% +$68.6K 0.02% 588
2021
Q1 		$290K Buy
8,364
+705
+9% +$23K 0.02% 607
2020
Q4 		$231K Sell
7,659
-1,484
-16% -$44.5K 0.02% 631
2020
Q3 		$262K Buy
+9,143
New +$287K 0.02% 527

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 Private Wealth Services's FE Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its FirstEnergy (FE) stake by 6% in Q1 2026, selling an estimated $17.9K and leaving 5,803 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Kestra Private Wealth Services first reported a position in FE in Q3 2020 and has held it in 19 quarters since. The position peaked at $848K in Q1 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Kestra Private Wealth Services held 5,803 shares of FirstEnergy worth $294K as of Q1 2026.
  • Kestra Private Wealth Services sold 369 FirstEnergy shares in Q1 2026, an estimated $17.9K.
  • FirstEnergy made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1464 holding.
  • Kestra Private Wealth Services first reported a position in FirstEnergy in Q3 2020 and has held it in 19 quarters since.
  • Kestra Private Wealth Services's FirstEnergy position peaked at $848K in Q1 2025.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.