Strategic Advisors’s FirstEnergy FE Stock Holding History

Strategic 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	$2.32M	Hold	45,989	–	–	0.39%	59
2025 Q4	$2.06M	Hold	45,989	–	–	0.32%	76
2025 Q3	$2.11M	Hold	45,989	–	–	0.34%	70
2025 Q2	$1.85M	Hold	45,989	–	–	0.36%	63
2025 Q1	$1.86M	Hold	45,989	–	–	0.36%	61
2024 Q4	$1.83M	Hold	45,989	–	–	0.33%	61
2024 Q3	$2.04M	Hold	45,989	–	–	0.38%	63
2024 Q2	$1.76M	Hold	45,989	–	–	0.34%	62
2024 Q1	$1.78M	Hold	45,989	–	–	0.35%	66
2023 Q4	$1.69M	Hold	45,989	–	–	0.32%	67
2023 Q3	$1.57M	Hold	45,989	–	–	0.31%	68
2023 Q2	$1.79M	Hold	45,989	–	–	0.34%	61
2023 Q1	$1.84M	Hold	45,989	–	–	0.37%	58
2022 Q4	$1.93M	Hold	45,989	–	–	0.43%	54
2022 Q3	$1.7M	Hold	45,989	–	–	0.38%	61
2022 Q2	$1.76M	Hold	45,989	–	–	0.37%	64
2022 Q1	$2.11M	Hold	45,989	–	–	0.37%	62
2021 Q4	$1.91M	Buy	+45,989	New	+$1.77M	0.27%	78

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Strategic Advisors's FE Position: Q1 2026 in Review

Strategic Advisors held its FirstEnergy (FE) position steady in Q1 2026 at 45,989 shares worth $2.32M. The position accounts for 0.39% of the portfolio, ranked #59.

Strategic Advisors first reported a position in FE in Q4 2021 and has held it in 18 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Strategic Advisors held 45,989 shares of FirstEnergy worth $2.32M as of Q1 2026.
Strategic Advisors left its FirstEnergy share count unchanged in Q1 2026.
FirstEnergy made up 0.39% of Strategic Advisors's portfolio in Q1 2026, its #59 holding.
Strategic Advisors first reported a position in FirstEnergy in Q4 2021 and has held it in 18 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.