SAG
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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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's FE Position: Q4 2025 in Review

SageView Advisory Group reduced its FirstEnergy (FE) stake by 5.8% in Q4 2025, selling an estimated $26.9K and leaving 9,427 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #398.

SageView Advisory Group first reported a position in FE in Q1 2023 and has held it in 11 quarters since. The position peaked at $648K in Q2 2023. 893 funds tracked by Wall St. Rank hold FE as of Q4 2025.

  • SageView Advisory Group held 9,427 shares of FirstEnergy worth $422K as of Q4 2025.
  • SageView Advisory Group sold 585 FirstEnergy shares in Q4 2025, an estimated $26.9K.
  • FirstEnergy made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #398 holding.
  • SageView Advisory Group first reported a position in FirstEnergy in Q1 2023 and has held it in 11 quarters since.
  • SageView Advisory Group's FirstEnergy position peaked at $648K in Q2 2023.
  • 893 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.