Mount Yale Investment Advisors’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.28M | Buy |
+25,327
| New | +$1.23M | 0.03% | 466 |
|
|
2025
Q4 | – | Sell |
-4,752
| Closed | -$218K | – | 750 |
|
|
2025
Q3 | $218K | Sell |
4,752
-14,154
| -75% | -$604K | 0.02% | 611 |
|
|
2025
Q2 | $761K | Buy |
18,906
+1,934
| +11% | +$79.8K | 0.06% | 261 |
|
|
2025
Q1 | $686K | Buy |
16,972
+3,065
| +22% | +$122K | 0.06% | 264 |
|
|
2024
Q4 | $553K | Buy |
13,907
+5,352
| +63% | +$224K | 0.04% | 324 |
|
|
2024
Q3 | $379K | Sell |
8,555
-225
| -3% | -$9.47K | 0.04% | 382 |
|
|
2024
Q2 | $336K | Buy |
8,780
+372
| +4% | +$14.4K | 0.03% | 411 |
|
|
2024
Q1 | $325K | Buy |
+8,408
| New | +$315K | 0.02% | 430 |
|
|
2023
Q4 | – | Sell |
-171,030
| Closed | -$5.85M | – | 513 |
|
|
2023
Q3 | $5.85M | Sell |
171,030
-576
| -0.3% | -$21.4K | 0.64% | 27 |
|
|
2023
Q2 | $6.67M | Sell |
171,606
-4,207
| -2% | -$165K | 0.71% | 22 |
|
|
2023
Q1 | $7.04M | Buy |
175,813
+4,296
| +3% | +$174K | 0.79% | 15 |
|
|
2022
Q4 | $7.19M | Buy |
171,517
+16,657
| +11% | +$651K | 0.82% | 19 |
|
|
2022
Q3 | $5.73M | Buy |
+154,860
| New | +$6.12M | 0.76% | 17 |
|
|
2022
Q2 | – | Sell |
-165,593
| Closed | -$7.59M | – | 471 |
|
|
2022
Q1 | $7.59M | Buy |
165,593
+6,415
| +4% | +$271K | 0.83% | 17 |
|
|
2021
Q4 | $6.62M | Sell |
159,178
-4,399
| -3% | -$170K | 0.69% | 24 |
|
|
2021
Q3 | $5.83M | Sell |
163,577
-3,796
| -2% | -$144K | 0.67% | 28 |
|
|
2021
Q2 | $6.23M | Sell |
167,373
-134
| -0.1% | -$4.98K | 0.75% | 28 |
|
|
2021
Q1 | $5.81M | Sell |
167,507
-3,174
| -2% | -$104K | 0.76% | 26 |
|
|
2020
Q4 | $5.22M | Buy |
170,681
+17,665
| +12% | +$529K | 0.73% | 29 |
|
|
2020
Q3 | $4.39M | Buy |
153,016
+31,076
| +25% | +$975K | 0.63% | 35 |
|
|
2020
Q2 | $4.73M | Sell |
121,940
-27,193
| -18% | -$1.12M | 0.85% | 26 |
|
|
2020
Q1 | $5.98M | Sell |
149,133
-459
| -0.3% | -$21.3K | 1.35% | 13 |
|
|
2019
Q4 | $7.6M | Buy |
149,592
+4,325
| +3% | +$207K | 1.32% | 15 |
|
|
2019
Q3 | $6.73M | Sell |
145,267
-36,666
| -20% | -$1.66M | 1.2% | 25 |
|
|
2019
Q2 | $7.93M | Sell |
181,933
-8,906
| -5% | -$374K | 1.46% | 12 |
|
|
2019
Q1 | $7.94M | Sell |
190,839
-2,193
| -1% | -$87.1K | 1.49% | 15 |
|
|
2018
Q4 | $7.6M | Sell |
193,032
-24,148
| -11% | -$915K | 1.54% | 11 |
|
|
2018
Q3 | $8.2M | Buy |
217,180
+13,847
| +7% | +$506K | 1.43% | 11 |
|
|
2018
Q2 | $7.3M | Buy |
203,333
+9,466
| +5% | +$324K | 1.38% | 11 |
|
|
2018
Q1 | $6.59M | Buy |
+193,867
| New | +$6.23M | 1.41% | 13 |
|
Other funds holding FE
VCM
VPM
Mount Yale Investment Advisors's FE Position: Q1 2026 in Review
Mount Yale Investment Advisors opened a new position in FirstEnergy (FE) in Q1 2026: 25,327 shares worth $1.28M. The stake represents 0.03% of the portfolio and ranks #466 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in FE as recently as Q3 2025.
Mount Yale Investment Advisors first reported a position in FE in Q1 2018 and has held it in 30 quarters since. The position peaked at $8.2M in Q3 2018. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.
- Mount Yale Investment Advisors held 25,327 shares of FirstEnergy worth $1.28M as of Q1 2026.
- FirstEnergy was a new Mount Yale Investment Advisors position in Q1 2026.
- FirstEnergy made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #466 holding.
- Mount Yale Investment Advisors first reported a position in FirstEnergy in Q1 2018 and has held it in 30 quarters since.
- Mount Yale Investment Advisors's FirstEnergy position peaked at $8.2M in Q3 2018.
- 924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.