SageView Advisory Group’s FirstEnergy FE Stock Holding History

SageView Advisory Group’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 Q2	$317K	Sell	6,669 -1,081	-14%	-$51.3K	0.01%	479
2026 Q1	$393K	Sell	7,750 -1,677	-18%	-$81.3K	0.01%	403
2025 Q4	$422K	Sell	9,427 -585	-6%	-$26.9K	0.01%	398
2025 Q3	$459K	Sell	10,012 -241	-2%	-$10.3K	0.02%	402
2025 Q2	$425K	Buy	10,253 +233	+2%	+$9.61K	0.02%	408
2025 Q1	$405K	Sell	10,020 -713	-7%	-$28.4K	0.02%	388
2024 Q4	$427K	Buy	10,733 +57	+0.5%	+$2.38K	0.02%	373
2024 Q3	$473K	Sell	10,676 -285	-3%	-$12K	0.02%	308
2024 Q2	$419K	Buy	+10,961	New	+$425K	0.02%	366
2024 Q1	–	Sell	-16,185	Closed	-$595K	–	587
2023 Q4	$595K	Buy	16,185 +1,799	+13%	+$65.1K	0.03%	356
2023 Q3	$492K	Sell	14,386 -2,269	-14%	-$84.4K	0.03%	333
2023 Q2	$648K	Buy	16,655 +1,872	+13%	+$73.4K	0.04%	300
2023 Q1	$592K	Buy	+14,783	New	+$597K	0.04%	280

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SageView Advisory Group's FE Position: Q2 2026 in Review

SageView Advisory Group reduced its FirstEnergy (FE) stake by 14% in Q2 2026, selling an estimated $51.3K and leaving 6,669 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #479.

SageView Advisory Group first reported a position in FE in Q1 2023 and has held it in 13 quarters since. The position peaked at $648K in Q2 2023. 930 funds tracked by Wall St. Rank hold FE as of Q2 2026.

SageView Advisory Group held 6,669 shares of FirstEnergy worth $317K as of Q2 2026.
SageView Advisory Group sold 1,081 FirstEnergy shares in Q2 2026, an estimated $51.3K.
FirstEnergy made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #479 holding.
SageView Advisory Group first reported a position in FirstEnergy in Q1 2023 and has held it in 13 quarters since.
SageView Advisory Group's FirstEnergy position peaked at $648K in Q2 2023.
930 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.