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Provenance Wealth Advisors’s FirstEnergy FE Stock Holding History

Provenance Wealth 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 		– Sell
-515
Closed -$23.1K – 421
2025
Q4 		$23.1K Hold
515
– – ﹤0.01% 256
2025
Q3 		$23.6K Hold
515
– – ﹤0.01% 272
2025
Q2 		$20.7K Sell
515
-37
-7% -$1.53K ﹤0.01% 263
2025
Q1 		$22.3K Hold
552
– – ﹤0.01% 266
2024
Q4 		$22K Hold
552
– – ﹤0.01% 266
2024
Q3 		$24.5K Hold
552
– – ﹤0.01% 277
2024
Q2 		$21.1K Hold
552
– – ﹤0.01% 252
2024
Q1 		$21.3K Hold
552
– – ﹤0.01% 270
2023
Q4 		$20.2K Buy
552
+515
+1,392% +$18.6K ﹤0.01% 264
2023
Q3 		$1.26K Buy
+37
New +$1.38K ﹤0.01% 371

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Provenance Wealth Advisors's FE Position: Q1 2026 in Review

Provenance Wealth Advisors sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 515 shares — an estimated $23.1K sold.

Provenance Wealth Advisors first reported a position in FE in Q3 2023 and held it in 10 quarters. The position peaked at $24.5K in Q3 2024. 927 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Provenance Wealth Advisors reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
  • Provenance Wealth Advisors sold 515 FirstEnergy shares in Q1 2026, an estimated $23.1K.
  • Provenance Wealth Advisors first reported a position in FirstEnergy in Q3 2023 and held it in 10 quarters.
  • Provenance Wealth Advisors's FirstEnergy position peaked at $24.5K in Q3 2024.
  • 927 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Provenance Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.