Sowell Financial Services’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 | $3.32M | Sell |
69,833
-644
| -0.9% | -$30.6K | 0.11% | 204 |
|
|
2026
Q1 | $3.57M | Sell |
70,477
-5,566
| -7% | -$270K | 0.13% | 167 |
|
|
2025
Q4 | $3.4M | Sell |
76,043
-568
| -0.7% | -$26.1K | 0.13% | 169 |
|
|
2025
Q3 | $3.51M | Buy |
76,611
+15,469
| +25% | +$660K | 0.13% | 158 |
|
|
2025
Q2 | $2.46M | Buy |
61,142
+2,407
| +4% | +$99.3K | 0.1% | 207 |
|
|
2025
Q1 | $2.37M | Buy |
58,735
+1,468
| +3% | +$58.5K | 0.11% | 195 |
|
|
2024
Q4 | $2.28M | Buy |
57,267
+4,166
| +8% | +$174K | 0.12% | 191 |
|
|
2024
Q3 | $2.35M | Buy |
53,101
+355
| +0.7% | +$14.9K | 0.11% | 213 |
|
|
2024
Q2 | $2.02M | Sell |
52,746
-4,884
| -8% | -$189K | 0.1% | 220 |
|
|
2024
Q1 | $2.23M | Buy |
57,630
+2,987
| +5% | +$112K | 0.11% | 207 |
|
|
2023
Q4 | $2M | Buy |
54,643
+5,552
| +11% | +$201K | 0.11% | 207 |
|
|
2023
Q3 | $1.68M | Buy |
49,091
+4,659
| +10% | +$173K | 0.11% | 222 |
|
|
2023
Q2 | $1.73M | Buy |
44,432
+8,196
| +23% | +$322K | 0.1% | 244 |
|
|
2023
Q1 | $1.45M | Sell |
36,236
-7,653
| -17% | -$309K | 0.11% | 221 |
|
|
2022
Q4 | $1.84M | Buy |
43,889
+2,052
| +5% | +$80.2K | 0.12% | 198 |
|
|
2022
Q3 | $1.55M | Buy |
41,837
+2,013
| +5% | +$79.5K | 0.16% | 168 |
|
|
2022
Q2 | $1.53M | Buy |
39,824
+24,857
| +166% | +$1.06M | 0.14% | 134 |
|
|
2022
Q1 | $680K | Sell |
14,967
-17,904
| -54% | -$757K | 0.12% | 116 |
|
|
2021
Q4 | $1.37M | Sell |
32,871
-8,795
| -21% | -$339K | 0.08% | 270 |
|
|
2021
Q3 | $1.48M | Sell |
41,666
-553
| -1% | -$21K | 0.1% | 228 |
|
|
2021
Q2 | $1.57M | Sell |
42,219
-3,450
| -8% | -$128K | 0.1% | 227 |
|
|
2021
Q1 | $1.71M | Buy |
45,669
+12,071
| +36% | +$394K | 0.06% | 277 |
|
|
2020
Q4 | $1.03M | Buy |
33,598
+8,573
| +34% | +$257K | 0.04% | 325 |
|
|
2020
Q3 | $718K | Buy |
25,025
+2,689
| +12% | +$84.4K | 0.04% | 379 |
|
|
2020
Q2 | $866K | Buy |
22,336
+3,611
| +19% | +$149K | 0.05% | 308 |
|
|
2020
Q1 | $750K | Sell |
18,725
-3,998
| -18% | -$186K | 0.06% | 301 |
|
|
2019
Q4 | $1.1M | Sell |
22,723
-443
| -2% | -$21.2K | 0.08% | 239 |
|
|
2019
Q3 | $1.12M | Buy |
+23,166
| New | +$1.05M | 0.09% | 231 |
|
|
2019
Q1 | $1.38M | Buy |
33,220
+1,772
| +6% | +$70.4K | 0.15% | 144 |
|
|
2018
Q4 | $1.18M | Sell |
31,448
-1,646
| -5% | -$62.4K | 0.17% | 137 |
|
|
2018
Q3 | $1.23M | Buy |
33,094
+1,972
| +6% | +$72.1K | 0.18% | 102 |
|
|
2018
Q2 | $1.13M | Buy |
31,122
+22,544
| +263% | +$772K | 0.24% | 100 |
|
|
2018
Q1 | $292K | Buy |
+8,578
| New | +$275K | 0.07% | 218 |
|
|
2017
Q4 | – | Sell |
-7,202
| Closed | -$234K | – | 267 |
|
|
2017
Q3 | $234K | Sell |
7,202
-491
| -6% | -$15.5K | 0.06% | 221 |
|
|
2017
Q2 | $246K | Buy |
+7,693
| New | +$229K | 0.07% | 210 |
|
|
2017
Q1 | – | Sell |
-3,466
| Closed | -$105K | – | 358 |
|
|
2016
Q4 | $105K | Buy |
+3,466
| New | +$111K | 0.04% | 267 |
|
Other funds holding FE
Sowell Financial Services's FE Position: Q2 2026 in Review
Sowell Financial Services reduced its FirstEnergy (FE) stake by 0.91% in Q2 2026, selling an estimated $30.6K and leaving 69,833 shares worth $3.32M. The position accounts for 0.11% of the portfolio, ranked #204.
Sowell Financial Services first reported a position in FE in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.57M in Q1 2026. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.
- Sowell Financial Services held 69,833 shares of FirstEnergy worth $3.32M as of Q2 2026.
- Sowell Financial Services sold 644 FirstEnergy shares in Q2 2026, an estimated $30.6K.
- FirstEnergy made up 0.11% of Sowell Financial Services's portfolio in Q2 2026, its #204 holding.
- Sowell Financial Services first reported a position in FirstEnergy in Q4 2016 and has held it in 36 quarters since.
- Sowell Financial Services's FirstEnergy position peaked at $3.57M in Q1 2026.
- 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.