SOA Wealth Advisors’s FirstEnergy FE Stock Holding History

SOA 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
2025 Q4	–	Sell	-9	Closed	-$412	–	882
2025 Q3	$412	Hold	9	–	–	﹤0.01%	812
2025 Q2	$362	Hold	9	–	–	﹤0.01%	798
2025 Q1	$364	Sell	9 -10	-53%	-$398	﹤0.01%	804
2024 Q4	$764	Hold	19	–	–	﹤0.01%	752
2024 Q3	$847	Hold	19	–	–	﹤0.01%	723
2024 Q2	$727	Hold	19	–	–	﹤0.01%	744
2024 Q1	$730	Hold	19	–	–	﹤0.01%	788
2023 Q4	$689	Hold	19	–	–	﹤0.01%	782
2023 Q3	$638	Hold	19	–	–	﹤0.01%	806
2023 Q2	$722	Buy	19 +1	+6%	+$39	﹤0.01%	805
2023 Q1	$740	Hold	18	–	–	﹤0.01%	817
2022 Q4	$771	Hold	18	–	–	﹤0.01%	817
2022 Q3	$0	Hold	18	–	–	﹤0.01%	868
2022 Q2	$0	Hold	18	–	–	﹤0.01%	875
2022 Q1	$0	Hold	18	–	–	﹤0.01%	932
2021 Q4	$0	Buy	18 +1	+6%	+$39	﹤0.01%	908
2021 Q3	$0	Hold	17	–	–	﹤0.01%	922
2021 Q2	$0	Hold	17	–	–	﹤0.01%	894
2021 Q1	$0	Hold	17	–	–	﹤0.01%	841
2020 Q4	$0	Buy	+17	New	+$509	﹤0.01%	819

Other funds holding FE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

SOA Wealth Advisors's FE Position: Q4 2025 in Review

SOA Wealth Advisors sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 9 shares — an estimated $412 sold.

SOA Wealth Advisors first reported a position in FE in Q4 2020 and held it in 20 quarters. The position peaked at $847 in Q3 2024. 892 funds tracked by Wall St. Rank hold FE as of Q4 2025.

SOA Wealth Advisors reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
SOA Wealth Advisors sold 9 FirstEnergy shares in Q4 2025, an estimated $412.
SOA Wealth Advisors first reported a position in FirstEnergy in Q4 2020 and held it in 20 quarters.
SOA Wealth Advisors's FirstEnergy position peaked at $847 in Q3 2024.
892 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.