N.E.W. Advisory Services’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
$16.8K Buy
353
+2
+0.6% +$95 ﹤0.01% 563
2026
Q1
$17.8K Buy
351
+213
+154% +$10.3K ﹤0.01% 525
2025
Q4
$6.18K Buy
138
+78
+130% +$3.58K ﹤0.01% 683
2025
Q3
$2.75K Hold
60
﹤0.01% 717
2025
Q2
$2.42K Sell
60
-606
-91% -$25K ﹤0.01% 722
2025
Q1
$26.9K Buy
+666
New +$26.5K ﹤0.01% 455

Other funds holding FE

N.E.W. Advisory Services's FE Position: Q2 2026 in Review

N.E.W. Advisory Services increased its FirstEnergy (FE) stake by 0.57% in Q2 2026, buying an estimated $95 and bringing the position to 353 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

N.E.W. Advisory Services first reported a position in FE in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.9K in Q1 2025. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • N.E.W. Advisory Services held 353 shares of FirstEnergy worth $16.8K as of Q2 2026.
  • N.E.W. Advisory Services bought 2 FirstEnergy shares in Q2 2026, an estimated $95.
  • FirstEnergy made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #563 holding.
  • N.E.W. Advisory Services first reported a position in FirstEnergy in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's FirstEnergy position peaked at $26.9K in Q1 2025.
  • 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.