Sound Income Strategies’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 | – | Sell |
-560
| Closed | -$28.5K | – | 1101 |
|
|
2026
Q1 | $28.5K | Sell |
560
-684
| -55% | -$33.2K | ﹤0.01% | 1037 |
|
|
2025
Q4 | $58.9K | Buy |
1,244
+965
| +346% | +$44.3K | ﹤0.01% | 734 |
|
|
2025
Q3 | $13K | Buy |
279
+172
| +161% | +$7.34K | ﹤0.01% | 934 |
|
|
2025
Q2 | $4.31K | Sell |
107
-1,126
| -91% | -$46.5K | ﹤0.01% | 1119 |
|
|
2025
Q1 | $49.8K | Buy |
1,233
+844
| +217% | +$33.6K | ﹤0.01% | 503 |
|
|
2024
Q4 | $15.5K | Buy |
389
+32
| +9% | +$1.34K | ﹤0.01% | 731 |
|
|
2024
Q3 | $15.8K | Buy |
357
+3
| +0.8% | +$126 | ﹤0.01% | 689 |
|
|
2024
Q2 | $13.6K | Sell |
354
-35
| -9% | -$1.36K | ﹤0.01% | 709 |
|
|
2024
Q1 | $15K | Sell |
389
-85
| -18% | -$3.18K | ﹤0.01% | 655 |
|
|
2023
Q4 | $17.4K | Buy |
474
+367
| +343% | +$13.3K | ﹤0.01% | 618 |
|
|
2023
Q3 | $3.66K | Hold |
107
| – | – | ﹤0.01% | 804 |
|
|
2023
Q2 | $4.17K | Hold |
107
| – | – | ﹤0.01% | 771 |
|
|
2023
Q1 | $4.29K | Sell |
107
-747
| -87% | -$30.2K | ﹤0.01% | 722 |
|
|
2022
Q4 | $35.8K | Buy |
854
+5
| +0.6% | +$195 | ﹤0.01% | 300 |
|
|
2022
Q3 | $31K | Buy |
849
+4
| +0.5% | +$158 | ﹤0.01% | 291 |
|
|
2022
Q2 | $32K | Buy |
845
+31
| +4% | +$1.32K | ﹤0.01% | 280 |
|
|
2022
Q1 | $37K | Buy |
814
+4
| +0.5% | +$169 | ﹤0.01% | 264 |
|
|
2021
Q4 | $34K | Sell |
810
-23
| -3% | -$887 | ﹤0.01% | 284 |
|
|
2021
Q3 | $30K | Buy |
833
+635
| +321% | +$24.1K | ﹤0.01% | 285 |
|
|
2021
Q2 | $7K | Buy |
198
+69
| +53% | +$2.57K | ﹤0.01% | 540 |
|
|
2021
Q1 | $4.47K | Sell |
129
-9
| -7% | -$294 | ﹤0.01% | 641 |
|
|
2020
Q4 | $4K | Hold |
138
| – | – | ﹤0.01% | 612 |
|
|
2020
Q3 | $4K | Hold |
138
| – | – | ﹤0.01% | 566 |
|
|
2020
Q2 | $5K | Hold |
138
| – | – | ﹤0.01% | 500 |
|
|
2020
Q1 | $6K | Hold |
138
| – | – | ﹤0.01% | 419 |
|
|
2019
Q4 | $7K | Hold |
138
| – | – | ﹤0.01% | 394 |
|
|
2019
Q3 | $7K | Sell |
138
-1,500
| -92% | -$67.9K | ﹤0.01% | 369 |
|
|
2019
Q2 | $70K | Sell |
1,638
-150
| -8% | -$6.3K | 0.02% | 99 |
|
|
2019
Q1 | $74K | Hold |
1,788
| – | – | 0.03% | 102 |
|
|
2018
Q4 | $67K | Buy |
1,788
+1,500
| +521% | +$56.8K | 0.04% | 106 |
|
|
2018
Q3 | $11K | Sell |
288
-2
| -0.7% | -$73 | 0.01% | 333 |
|
|
2018
Q2 | $10K | Sell |
290
-51
| -15% | -$1.75K | 0.01% | 307 |
|
|
2018
Q1 | $12K | Buy |
341
+103
| +43% | +$3.31K | 0.01% | 262 |
|
|
2017
Q4 | $8K | Buy |
+238
| New | +$7.73K | 0.01% | 257 |
|
Other funds holding FE
EIP
Sound Income Strategies's FE Position: Q2 2026 in Review
Sound Income Strategies sold out of FirstEnergy (FE) in Q2 2026, closing a stake of 560 shares — an estimated $28.5K sold.
Sound Income Strategies first reported a position in FE in Q4 2017 and held it in 34 quarters. The position peaked at $74K in Q1 2019. 605 funds tracked by Wall St. Rank hold FE as of Q2 2026.
- Sound Income Strategies reported no remaining FirstEnergy position as of Q2 2026 after selling out during the quarter.
- Sound Income Strategies sold 560 FirstEnergy shares in Q2 2026, an estimated $28.5K.
- Sound Income Strategies first reported a position in FirstEnergy in Q4 2017 and held it in 34 quarters.
- Sound Income Strategies's FirstEnergy position peaked at $74K in Q1 2019.
- 605 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.