Olistico Wealth’s FirstEnergy FE Stock Holding History

Olistico Wealth’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	$30.3K	Hold	700	–	–	0.01%	195
2026 Q2	$33.3K	Hold	700	–	–	0.01%	185
2026 Q1	$35.5K	Hold	700	–	–	0.02%	183
2025 Q4	$31.3K	Buy	+700	New	+$32.1K	0.02%	186
2025 Q3	–	Sell	-1,100	Closed	-$44.3K	–	178
2025 Q2	$44.3K	Buy	1,100 +600	+120%	+$24.8K	0.02%	178
2025 Q1	$20.2K	Hold	500	–	–	0.01%	211
2024 Q4	$19.9K	Hold	500	–	–	0.01%	212
2024 Q3	$22.2K	Hold	500	–	–	0.01%	209
2024 Q2	$19.1K	Buy	+500	New	+$19.4K	0.01%	215
2023 Q2	–	Sell	-5,415	Closed	-$217K	–	114
2023 Q1	$217K	Hold	5,415	–	–	0.21%	95
2022 Q4	$227K	Buy	+5,415	New	+$212K	0.25%	89

Other funds holding FE

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Olistico Wealth's FE Position: Q3 2026 in Review

Olistico Wealth held its FirstEnergy (FE) position steady in Q3 2026 at 700 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #195.

Olistico Wealth first reported a position in FE in Q4 2022 and has held it in 11 quarters since. The position peaked at $227K in Q4 2022. 30 funds tracked by Wall St. Rank hold FE as of Q3 2026.

Olistico Wealth held 700 shares of FirstEnergy worth $30.3K as of Q3 2026.
Olistico Wealth left its FirstEnergy share count unchanged in Q3 2026.
FirstEnergy made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #195 holding.
Olistico Wealth first reported a position in FirstEnergy in Q4 2022 and has held it in 11 quarters since.
Olistico Wealth's FirstEnergy position peaked at $227K in Q4 2022.
30 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.