SLWA
FE icon

San Luis Wealth Advisors’s FirstEnergy FE Stock Holding History

San Luis 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
-19,503
Closed -$873K – 182
2025
Q4 		$873K Buy
19,503
+2,110
+12% +$96.9K 0.15% 101
2025
Q3 		$797K Buy
17,393
+2,553
+17% +$109K 0.14% 92
2025
Q2 		$597K Buy
14,840
+3,888
+36% +$160K 0.13% 94
2025
Q1 		$443K Buy
+10,952
New +$436K 0.1% 97

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

San Luis Wealth Advisors's FE Position: Q1 2026 in Review

San Luis Wealth Advisors sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 19,503 shares — an estimated $873K sold.

San Luis Wealth Advisors first reported a position in FE in Q1 2025 and held it in 4 quarters. The position peaked at $873K in Q4 2025. 927 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • San Luis Wealth Advisors reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
  • San Luis Wealth Advisors sold 19,503 FirstEnergy shares in Q1 2026, an estimated $873K.
  • San Luis Wealth Advisors first reported a position in FirstEnergy in Q1 2025 and held it in 4 quarters.
  • San Luis Wealth Advisors's FirstEnergy position peaked at $873K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on San Luis Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.