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MJT & Associates Financial Advisory’s FirstEnergy FE Stock Holding History

MJT & Associates Financial Advisory’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 		– Sell
-1,000
Closed -$47.5K – 451
2026
Q2 		$47.5K Hold
1,000
– – 0.03% 83
2026
Q1 		$50.7K Hold
1,000
– – 0.04% 78
2025
Q4 		$44.8K Hold
1,000
– – 0.03% 85
2025
Q3 		$45.8K Hold
1,000
– – 0.04% 85
2025
Q2 		$40.3K Hold
1,000
– – 0.05% 101
2025
Q1 		$40.4K Buy
+1,000
New +$39.8K 0.04% 108

Other funds holding FE

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

MJT & Associates Financial Advisory's FE Position: Q3 2026 in Review

MJT & Associates Financial Advisory sold out of FirstEnergy (FE) in Q3 2026, closing a stake of 1,000 shares — an estimated $47.5K sold.

MJT & Associates Financial Advisory first reported a position in FE in Q1 2025 and held it in 6 quarters. The position peaked at $50.7K in Q1 2026. 30 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • MJT & Associates Financial Advisory reported no remaining FirstEnergy position as of Q3 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 1,000 FirstEnergy shares in Q3 2026, an estimated $47.5K.
  • MJT & Associates Financial Advisory first reported a position in FirstEnergy in Q1 2025 and held it in 6 quarters.
  • MJT & Associates Financial Advisory's FirstEnergy position peaked at $50.7K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.