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Legacy Financial Advisors’s FirstEnergy FE Stock Holding History

Legacy Financial Advisors’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 		$398K Buy
7,854
+73
+0.9% +$3.54K 0.06% 270
2025
Q4 		$348K Buy
7,781
+43
+0.6% +$1.98K 0.05% 292
2025
Q3 		$355K Sell
7,738
-5,379
-41% -$230K 0.05% 286
2025
Q2 		$528K Buy
13,117
+1,598
+14% +$65.9K 0.08% 193
2025
Q1 		$466K Sell
11,519
-29
-0.3% -$1.16K 0.08% 205
2024
Q4 		$459K Sell
11,548
-138
-1% -$5.77K 0.08% 205
2024
Q3 		$518K Sell
11,686
-4
-0% -$168 0.09% 189
2024
Q2 		$447K Sell
11,690
-5,259
-31% -$204K 0.08% 189
2024
Q1 		$655K Buy
16,949
+60
+0.4% +$2.24K 0.12% 145
2023
Q4 		$619K Buy
16,889
+34
+0.2% +$1.23K 0.12% 133
2023
Q3 		$576K Buy
16,855
+326
+2% +$12.1K 0.12% 115
2023
Q2 		$643K Sell
16,529
-252
-2% -$9.89K 0.12% 100
2023
Q1 		$672K Sell
16,781
-553
-3% -$22.3K 0.14% 89
2022
Q4 		$727K Buy
17,334
+1,547
+10% +$60.5K 0.16% 74
2022
Q3 		$584K Buy
15,787
+103
+0.7% +$4.07K 0.14% 82
2022
Q2 		$602K Sell
15,684
-26
-0.2% -$1.11K 0.15% 73
2022
Q1 		$720K Buy
15,710
+8,887
+130% +$376K 0.16% 67
2021
Q4 		$284K Sell
6,823
-38
-0.6% -$1.47K 0.07% 146
2021
Q3 		$244K Buy
6,861
+878
+15% +$33.3K 0.06% 154
2021
Q2 		$223K Buy
+5,983
New +$222K 0.06% 154
2019
Q2 		– Sell
-823
Closed -$34K – 388
2019
Q1 		$34K Sell
823
-610
-43% -$24.2K 0.01% 346
2018
Q4 		$54K Buy
1,433
+1,025
+251% +$38.8K 0.02% 232
2018
Q3 		$15K Hold
408
– – 0.01% 420
2018
Q2 		$15K Hold
408
– – 0.01% 428
2018
Q1 		$14K Sell
408
-5,487
-93% -$176K 0.01% 413
2017
Q4 		$180K Buy
+5,895
New +$192K 0.07% 122

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

Legacy Financial Advisors's FE Position: Q1 2026 in Review

Legacy Financial Advisors increased its FirstEnergy (FE) stake by 0.94% in Q1 2026, buying an estimated $3.54K and bringing the position to 7,854 shares worth $398K. The position accounts for 0.06% of the portfolio, ranked #270.

Legacy Financial Advisors first reported a position in FE in Q4 2017 and has held it in 26 quarters since. The position peaked at $727K in Q4 2022. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Legacy Financial Advisors held 7,854 shares of FirstEnergy worth $398K as of Q1 2026.
  • Legacy Financial Advisors bought 73 FirstEnergy shares in Q1 2026, an estimated $3.54K.
  • FirstEnergy made up 0.06% of Legacy Financial Advisors's portfolio in Q1 2026, its #270 holding.
  • Legacy Financial Advisors first reported a position in FirstEnergy in Q4 2017 and has held it in 26 quarters since.
  • Legacy Financial Advisors's FirstEnergy position peaked at $727K in Q4 2022.
  • 924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.