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 Q3	$5.59M	Sell	129,054 -7,112	-5%	-$334K	0.25%	86
2026 Q2	$6.47M	Sell	136,166 -57,952	-30%	-$2.75M	0.27%	82
2026 Q1	$9.8M	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	$9.5M	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 Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

New Age Alpha Advisors's FE Position: Q3 2026 in Review

New Age Alpha Advisors reduced its FirstEnergy (FE) stake by 5.2% in Q3 2026, selling an estimated $334K and leaving 129,054 shares worth $5.59M. The position accounts for 0.25% of the portfolio, ranked #86.

New Age Alpha Advisors first reported a position in FE in Q3 2024 and has held it in 9 quarters since. The position peaked at $10.5M in Q3 2025. 771 funds tracked by Wall St. Rank hold FE as of Q3 2026.

New Age Alpha Advisors held 129,054 shares of FirstEnergy worth $5.59M as of Q3 2026.
New Age Alpha Advisors sold 7,112 FirstEnergy shares in Q3 2026, an estimated $334K.
FirstEnergy made up 0.25% of New Age Alpha Advisors's portfolio in Q3 2026, its #86 holding.
New Age Alpha Advisors first reported a position in FirstEnergy in Q3 2024 and has held it in 9 quarters since.
New Age Alpha Advisors's FirstEnergy position peaked at $10.5M in Q3 2025.
771 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on New Age Alpha Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.