NAAA
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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Age Alpha Advisors's FE Position: Q1 2026 in Review

New Age Alpha Advisors reduced its FirstEnergy (FE) stake by 3.9% in Q1 2026, selling an estimated $381K and leaving 194,118 shares worth $9.83M. The position accounts for 0.46% of the portfolio, ranked #38.

New Age Alpha Advisors first reported a position in FE in Q3 2024 and has held it in 7 quarters since. The position peaked at $10.5M in Q3 2025. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • New Age Alpha Advisors held 194,118 shares of FirstEnergy worth $9.83M as of Q1 2026.
  • New Age Alpha Advisors sold 7,865 FirstEnergy shares in Q1 2026, an estimated $381K.
  • FirstEnergy made up 0.46% of New Age Alpha Advisors's portfolio in Q1 2026, its #38 holding.
  • New Age Alpha Advisors first reported a position in FirstEnergy in Q3 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's FirstEnergy position peaked at $10.5M in Q3 2025.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.