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Stratos Wealth Partners’s FirstEnergy FE Stock Holding History

Stratos Wealth Partners’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 		$1.79M Sell
35,275
-4,919
-12% -$239K 0.02% 589
2025
Q4 		$1.8M Buy
40,194
+9,537
+31% +$438K 0.02% 570
2025
Q3 		$1.4M Buy
30,657
+5,973
+24% +$255K 0.02% 638
2025
Q2 		$994K Sell
24,684
-1,434
-5% -$59.2K 0.01% 687
2025
Q1 		$1.06M Buy
26,118
+3,197
+14% +$127K 0.02% 639
2024
Q4 		$912K Sell
22,921
-960
-4% -$40.1K 0.01% 726
2024
Q3 		$1.06M Buy
23,881
+3,148
+15% +$132K 0.02% 661
2024
Q2 		$793K Buy
20,733
+239
+1% +$9.27K 0.01% 729
2024
Q1 		$791K Sell
20,494
-2,245
-10% -$84K 0.01% 730
2023
Q4 		$834K Buy
22,739
+2,016
+10% +$73K 0.02% 692
2023
Q3 		$708K Buy
20,723
+4,034
+24% +$150K 0.02% 679
2023
Q2 		$649K Sell
16,689
-348
-2% -$13.7K 0.01% 673
2023
Q1 		$683K Sell
17,037
-683
-4% -$27.6K 0.02% 585
2022
Q4 		$743K Buy
17,720
+1,445
+9% +$56.5K 0.02% 595
2022
Q3 		$602K Sell
16,275
-621
-4% -$24.5K 0.02% 623
2022
Q2 		$649K Sell
16,896
-1,520
-8% -$64.9K 0.02% 631
2022
Q1 		$845K Sell
18,416
-1,483
-7% -$62.7K 0.02% 614
2021
Q4 		$828K Buy
19,899
+430
+2% +$16.6K 0.02% 618
2021
Q3 		$694K Buy
19,469
+1,421
+8% +$53.9K 0.02% 641
2021
Q2 		$672K Sell
18,048
-12
-0.1% -$446 0.02% 676
2021
Q1 		$627K Buy
18,060
+1,483
+9% +$48.4K 0.02% 640
2020
Q4 		$507K Buy
16,577
+5
+0% +$150 0.02% 674
2020
Q3 		$476K Sell
16,572
-600
-3% -$18.8K 0.02% 633
2020
Q2 		$666K Buy
17,172
+1
+0% +$41 0.02% 496
2020
Q1 		$688K Buy
17,171
+2,331
+16% +$108K 0.03% 423
2019
Q4 		$721K Sell
14,840
-938
-6% -$44.8K 0.03% 482
2019
Q3 		$761K Sell
15,778
-57
-0.4% -$2.58K 0.03% 450
2019
Q2 		$678K Buy
15,835
+81
+0.5% +$3.4K 0.03% 477
2019
Q1 		$656K Buy
15,754
+1,601
+11% +$63.6K 0.03% 474
2018
Q4 		$531K Buy
14,153
+428
+3% +$16.2K 0.03% 492
2018
Q3 		$510K Sell
13,725
-1,480
-10% -$54.1K 0.02% 537
2018
Q2 		$546K Sell
15,205
-4,086
-21% -$140K 0.02% 545
2018
Q1 		$656K Sell
19,291
-4,341
-18% -$139K 0.03% 463
2017
Q4 		$724K Buy
23,632
+3,749
+19% +$122K 0.03% 422
2017
Q3 		$613K Sell
19,883
-2,757
-12% -$86.8K 0.03% 459
2017
Q2 		$660K Buy
22,640
+3,568
+19% +$106K 0.03% 386
2017
Q1 		$607K Buy
19,072
+76
+0.4% +$2.34K 0.03% 377
2016
Q4 		$588K Buy
18,996
+2,032
+12% +$65.1K 0.04% 347
2016
Q3 		$561K Sell
16,964
-916
-5% -$31.1K 0.04% 333
2016
Q2 		$624K Buy
17,880
+661
+4% +$22.4K 0.05% 289
2016
Q1 		$619K Buy
17,219
+8
+0% +$269 0.05% 253
2015
Q4 		$546K Buy
17,211
+129
+0.8% +$4.05K 0.05% 279
2015
Q3 		$535K Buy
17,082
+763
+5% +$25K 0.07% 244
2015
Q2 		$531K Sell
16,319
-138
-0.8% -$4.83K 0.07% 248
2015
Q1 		$579K Buy
16,457
+931
+6% +$34.8K 0.07% 258
2014
Q4 		$605K Sell
15,526
-668
-4% -$24.5K 0.11% 191
2014
Q3 		$543K Buy
16,194
+279
+2% +$9.23K 0.13% 154
2014
Q2 		$553K Buy
+15,915
New +$536K 0.18% 136

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stratos Wealth Partners's FE Position: Q1 2026 in Review

Stratos Wealth Partners reduced its FirstEnergy (FE) stake by 12% in Q1 2026, selling an estimated $239K and leaving 35,275 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #589.

Stratos Wealth Partners first reported a position in FE in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.8M in Q4 2025. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Stratos Wealth Partners held 35,275 shares of FirstEnergy worth $1.79M as of Q1 2026.
  • Stratos Wealth Partners sold 4,919 FirstEnergy shares in Q1 2026, an estimated $239K.
  • FirstEnergy made up 0.02% of Stratos Wealth Partners's portfolio in Q1 2026, its #589 holding.
  • Stratos Wealth Partners first reported a position in FirstEnergy in Q2 2014 and has held it in 48 quarters since.
  • Stratos Wealth Partners's FirstEnergy position peaked at $1.8M in Q4 2025.
  • 924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.