Kingsview Wealth Management’s FirstEnergy FE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$301K Sell
6,341
-544
-8% -$25.8K ﹤0.01% 1190
2026
Q1
$349K Buy
6,885
+687
+11% +$33.3K ﹤0.01% 1017
2025
Q4
$277K Buy
6,198
+1,590
+35% +$73K ﹤0.01% 1050
2025
Q3
$211K Buy
+4,608
New +$197K ﹤0.01% 1128
2025
Q1
Sell
-5,430
Closed -$216K 1119
2024
Q4
$216K Buy
5,430
+44
+0.8% +$1.84K ﹤0.01% 1031
2024
Q3
$239K Buy
+5,386
New +$227K 0.01% 960

Other funds holding FE

Kingsview Wealth Management's FE Position: Q2 2026 in Review

Kingsview Wealth Management reduced its FirstEnergy (FE) stake by 7.9% in Q2 2026, selling an estimated $25.8K and leaving 6,341 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Kingsview Wealth Management first reported a position in FE in Q3 2024 and has held it in 6 quarters since. The position peaked at $349K in Q1 2026. 929 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Kingsview Wealth Management held 6,341 shares of FirstEnergy worth $301K as of Q2 2026.
  • Kingsview Wealth Management sold 544 FirstEnergy shares in Q2 2026, an estimated $25.8K.
  • FirstEnergy made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1190 holding.
  • Kingsview Wealth Management first reported a position in FirstEnergy in Q3 2024 and has held it in 6 quarters since.
  • Kingsview Wealth Management's FirstEnergy position peaked at $349K in Q1 2026.
  • 929 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.