Sigma Planning Corp’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.8M | Sell |
37,888
-425
| -1% | -$20.2K | 0.05% | 398 |
|
|
2026
Q1 | $1.94M | Sell |
38,313
-2,385
| -6% | -$116K | 0.05% | 341 |
|
|
2025
Q4 | $1.82M | Sell |
40,698
-117
| -0.3% | -$5.37K | 0.05% | 352 |
|
|
2025
Q3 | $1.87M | Sell |
40,815
-526
| -1% | -$22.5K | 0.05% | 341 |
|
|
2025
Q2 | $1.66M | Sell |
41,341
-427
| -1% | -$17.6K | 0.05% | 353 |
|
|
2025
Q1 | $1.69M | Sell |
41,768
-424
| -1% | -$16.9K | 0.05% | 327 |
|
|
2024
Q4 | $1.68M | Sell |
42,192
-29
| -0.1% | -$1.21K | 0.05% | 328 |
|
|
2024
Q3 | $1.87M | Sell |
42,221
-1,648
| -4% | -$69.4K | 0.06% | 306 |
|
|
2024
Q2 | $1.68M | Buy |
43,869
+349
| +0.8% | +$13.5K | 0.05% | 338 |
|
|
2024
Q1 | $1.68M | Buy |
43,520
+24,107
| +124% | +$902K | 0.05% | 351 |
|
|
2023
Q4 | $712K | Sell |
19,413
-26,453
| -58% | -$958K | 0.06% | 346 |
|
|
2023
Q3 | $1.57M | Sell |
45,866
-1,177
| -3% | -$43.8K | 0.06% | 328 |
|
|
2023
Q2 | $1.83M | Sell |
47,043
-1,677
| -3% | -$65.8K | 0.07% | 299 |
|
|
2023
Q1 | $1.95M | Sell |
48,720
-304
| -0.6% | -$12.3K | 0.06% | 304 |
|
|
2022
Q4 | $2.06M | Buy |
49,024
+105
| +0.2% | +$4.11K | 0.07% | 278 |
|
|
2022
Q3 | $1.81M | Sell |
48,919
-1,352
| -3% | -$53.4K | 0.07% | 279 |
|
|
2022
Q2 | $1.93M | Sell |
50,271
-5,718
| -10% | -$244K | 0.07% | 285 |
|
|
2022
Q1 | $2.57M | Sell |
55,989
-1,692
| -3% | -$71.6K | 0.08% | 261 |
|
|
2021
Q4 | $2.4M | Sell |
57,681
-776
| -1% | -$29.9K | 0.07% | 293 |
|
|
2021
Q3 | $2.08M | Buy |
58,457
+1,265
| +2% | +$48K | 0.06% | 319 |
|
|
2021
Q2 | $2.13M | Buy |
57,192
+4,511
| +9% | +$168K | 0.06% | 318 |
|
|
2021
Q1 | $1.83M | Sell |
52,681
-6,332
| -11% | -$207K | 0.06% | 335 |
|
|
2020
Q4 | $1.81M | Buy |
59,013
+17,227
| +41% | +$516K | 0.06% | 295 |
|
|
2020
Q3 | $1.2M | Buy |
41,786
+26,515
| +174% | +$832K | 0.05% | 354 |
|
|
2020
Q2 | $592K | Buy |
15,271
+2,743
| +22% | +$113K | 0.03% | 533 |
|
|
2020
Q1 | $502K | Buy |
12,528
+959
| +8% | +$44.6K | 0.03% | 482 |
|
|
2019
Q4 | $562K | Sell |
11,569
-140
| -1% | -$6.69K | 0.02% | 562 |
|
|
2019
Q3 | $565K | Sell |
11,709
-1,127
| -9% | -$51K | 0.03% | 538 |
|
|
2019
Q2 | $550K | Sell |
12,836
-818
| -6% | -$34.4K | 0.03% | 523 |
|
|
2019
Q1 | $568K | Sell |
13,654
-1,006
| -7% | -$40K | 0.03% | 478 |
|
|
2018
Q4 | $551K | Sell |
14,660
-10
| -0.1% | -$379 | 0.04% | 409 |
|
|
2018
Q3 | $545K | Buy |
14,670
+1,761
| +14% | +$64.3K | 0.03% | 457 |
|
|
2018
Q2 | $464K | Buy |
12,909
+68
| +0.5% | +$2.33K | 0.03% | 477 |
|
|
2018
Q1 | $437K | Buy |
+12,841
| New | +$412K | 0.03% | 470 |
|
Other funds holding FE
Sigma Planning Corp's FE Position: Q2 2026 in Review
Sigma Planning Corp reduced its FirstEnergy (FE) stake by 1.1% in Q2 2026, selling an estimated $20.2K and leaving 37,888 shares worth $1.8M. The position accounts for 0.05% of the portfolio, ranked #398.
Sigma Planning Corp first reported a position in FE in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.57M in Q1 2022. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.
- Sigma Planning Corp held 37,888 shares of FirstEnergy worth $1.8M as of Q2 2026.
- Sigma Planning Corp sold 425 FirstEnergy shares in Q2 2026, an estimated $20.2K.
- FirstEnergy made up 0.05% of Sigma Planning Corp's portfolio in Q2 2026, its #398 holding.
- Sigma Planning Corp first reported a position in FirstEnergy in Q1 2018 and has held it in 34 quarters since.
- Sigma Planning Corp's FirstEnergy position peaked at $2.57M in Q1 2022.
- 922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.