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New Age Alpha Advisors’s FirstEnergy FE Stock Holding History

New Age Alpha 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 		$6.47M Sell
136,166
-57,952
-30% -$2.75M 0.27% 82
2026
Q1 		$9.83M Sell
194,118
-7,865
-4% -$381K 0.46% 38
2025
Q4 		$9.04M Sell
201,983
-28,246
-12% -$1.3M 0.39% 47
2025
Q3 		$10.5M Sell
230,229
-6,022
-3% -$257K 0.44% 38
2025
Q2 		$9.51M Buy
236,251
+107,923
+84% +$4.45M 0.42% 42
2025
Q1 		$5.19M Sell
128,328
-9,304
-7% -$371K 0.23% 120
2024
Q4 		$5.48M Buy
137,632
+137,231
+34,222% +$5.74M 0.22% 125
2024
Q3 		$17.8K Buy
+401
New +$16.9K 0.01% 98

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

New Age Alpha Advisors's FE Position: Q2 2026 in Review

New Age Alpha Advisors reduced its FirstEnergy (FE) stake by 30% in Q2 2026, selling an estimated $2.75M and leaving 136,166 shares worth $6.47M. The position accounts for 0.27% of the portfolio, ranked #82.

New Age Alpha Advisors first reported a position in FE in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.5M in Q3 2025. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • New Age Alpha Advisors held 136,166 shares of FirstEnergy worth $6.47M as of Q2 2026.
  • New Age Alpha Advisors sold 57,952 FirstEnergy shares in Q2 2026, an estimated $2.75M.
  • FirstEnergy made up 0.27% of New Age Alpha Advisors's portfolio in Q2 2026, its #82 holding.
  • New Age Alpha Advisors first reported a position in FirstEnergy in Q3 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's FirstEnergy position peaked at $10.5M in Q3 2025.
  • 930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.