Sage Mountain Advisors’s FirstEnergy FE Stock Holding History

Sage Mountain 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	-7,963	Closed	-$357K	–	393
2025 Q4	$357K	Buy	7,963 +2,902	+57%	+$133K	0.02%	353
2025 Q3	$232K	Buy	+5,061	New	+$216K	0.01%	432

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Mountain Advisors's FE Position: Q1 2026 in Review

Sage Mountain Advisors sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 7,963 shares — an estimated $357K sold.

Sage Mountain Advisors first reported a position in FE in Q3 2025 and held it in 2 quarters. The position peaked at $357K in Q4 2025. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Sage Mountain Advisors reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 7,963 FirstEnergy shares in Q1 2026, an estimated $357K.
Sage Mountain Advisors first reported a position in FirstEnergy in Q3 2025 and held it in 2 quarters.
Sage Mountain Advisors's FirstEnergy position peaked at $357K in Q4 2025.
924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.