MKT Advisors’s FirstEnergy FE Stock Holding History

MKT 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 Q2	–	Sell	-4,089	Closed	-$209K	–	160
2026 Q1	$209K	Sell	4,089 -700	-15%	-$34K	0.07%	154
2025 Q4	$214K	Hold	4,789	–	–	0.07%	154
2025 Q3	$220K	Buy	+4,789	New	+$204K	0.08%	155
2025 Q1	–	Sell	-5,089	Closed	-$203K	–	143
2024 Q4	$203K	Hold	5,089	–	–	0.09%	143
2024 Q3	$224K	Buy	+5,089	New	+$214K	0.11%	137
2023 Q3	–	Sell	-5,450	Closed	-$214K	–	147
2023 Q2	$214K	Hold	5,450	–	–	0.15%	129
2023 Q1	$227K	Hold	5,450	–	–	0.17%	118
2022 Q4	$234K	Sell	5,450 -4	-0.1%	-$156	0.18%	113
2022 Q3	$202K	Buy	+5,454	New	+$216K	0.18%	115
2022 Q2	–	Sell	-4,980	Closed	-$210K	–	140
2022 Q1	$210K	Hold	4,980	–	–	0.16%	127
2021 Q4	$205K	Buy	+4,980	New	+$192K	0.16%	135

Other funds holding FE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

MKT Advisors's FE Position: Q2 2026 in Review

MKT Advisors sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 4,089 shares — an estimated $209K sold.

MKT Advisors first reported a position in FE in Q4 2021 and held it in 11 quarters. The position peaked at $234K in Q4 2022. 176 funds tracked by Wall St. Rank hold FE as of Q2 2026.

MKT Advisors reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
MKT Advisors sold 4,089 FirstEnergy shares in Q2 2026, an estimated $209K.
MKT Advisors first reported a position in FirstEnergy in Q4 2021 and held it in 11 quarters.
MKT Advisors's FirstEnergy position peaked at $234K in Q4 2022.
176 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.