UAS
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United Asset Strategies’s FirstEnergy FE Stock Holding History

United Asset Strategies’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
Q2 		$1.79M Sell
37,710
-1,830
-5% -$86.9K 0.13% 109
2026
Q1 		$2M Sell
39,540
-635
-2% -$30.8K 0.16% 100
2025
Q4 		$1.8M Buy
40,175
+74
+0.2% +$3.4K 0.14% 105
2025
Q3 		$1.84M Sell
40,101
-619
-2% -$26.4K 0.15% 105
2025
Q2 		$1.64M Sell
40,720
-93
-0.2% -$3.84K 0.14% 109
2025
Q1 		$1.65M Sell
40,813
-5,661
-12% -$225K 0.15% 113
2024
Q4 		$1.85M Buy
46,474
+560
+1% +$23.4K 0.17% 108
2024
Q3 		$2.04M Buy
45,914
+3,358
+8% +$141K 0.19% 103
2024
Q2 		$1.63M Sell
42,556
-550
-1% -$21.3K 0.16% 113
2024
Q1 		$1.66M Buy
43,106
+3,000
+7% +$112K 0.17% 110
2023
Q4 		$1.47M Buy
40,106
+5,936
+17% +$215K 0.17% 117
2023
Q3 		$1.17M Sell
34,170
-4,624
-12% -$172K 0.15% 132
2023
Q2 		$1.51M Buy
38,794
+4,601
+13% +$181K 0.19% 108
2023
Q1 		$1.37M Buy
34,193
+814
+2% +$32.9K 0.18% 114
2022
Q4 		$1.4M Buy
33,379
+4,499
+16% +$176K 0.2% 100
2022
Q3 		$1.07M Buy
28,880
+2,405
+9% +$95K 0.16% 120
2022
Q2 		$1.02M Buy
26,475
+1,728
+7% +$73.8K 0.15% 123
2022
Q1 		$1.14M Buy
24,747
+181
+0.7% +$7.66K 0.14% 122
2021
Q4 		$1.02M Buy
24,566
+783
+3% +$30.2K 0.12% 124
2021
Q3 		$847K Buy
23,783
+1,212
+5% +$46K 0.11% 127
2021
Q2 		$840K Sell
22,571
-31
-0.1% -$1.15K 0.11% 125
2021
Q1 		$784K Buy
22,602
+392
+2% +$12.8K 0.11% 125
2020
Q4 		$680K Sell
22,210
-3,240
-13% -$97.1K 0.11% 130
2020
Q3 		$731K Sell
25,450
-207,831
-89% -$6.52M 0.13% 109
2020
Q2 		$9.05M Buy
233,281
+9,276
+4% +$383K 1.78% 15
2020
Q1 		$8.98M Buy
224,005
+115,098
+106% +$5.35M 2.23% 7
2019
Q4 		$5.29M Buy
108,907
+1,492
+1% +$71.3K 1.03% 38
2019
Q3 		$5.18M Sell
107,415
-44,430
-29% -$2.01M 1.13% 31
2019
Q2 		$6.5M Buy
151,845
+4,224
+3% +$177K 1.49% 16
2019
Q1 		$6.14M Buy
147,621
+4,918
+3% +$195K 1.44% 17
2018
Q4 		$5.36M Buy
142,703
+28,658
+25% +$1.09M 1.46% 18
2018
Q3 		$4.24M Buy
114,045
+2,771
+2% +$101K 1% 30
2018
Q2 		$4M Buy
111,274
+7,076
+7% +$242K 1.06% 33
2018
Q1 		$3.54M Buy
104,198
+20,268
+24% +$651K 1.04% 35
2017
Q4 		$2.57M Buy
83,930
+563
+0.7% +$18.3K 0.69% 46
2017
Q3 		$2.57M Buy
83,367
+4,232
+5% +$133K 1.46% 24
2017
Q2 		$2.31M Buy
79,135
+13,159
+20% +$391K 0.68% 48
2017
Q1 		$2.1M Buy
65,976
+21,737
+49% +$671K 0.64% 48
2016
Q4 		$1.37M Sell
44,239
-49,599
-53% -$1.59M 0.45% 63
2016
Q3 		$3.1M Buy
+93,838
New +$3.19M 1.09% 35

Other funds holding FE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

United Asset Strategies's FE Position: Q2 2026 in Review

United Asset Strategies reduced its FirstEnergy (FE) stake by 4.6% in Q2 2026, selling an estimated $86.9K and leaving 37,710 shares worth $1.79M. The position accounts for 0.13% of the portfolio, ranked #109.

United Asset Strategies first reported a position in FE in Q3 2016 and has held it in 40 quarters since. The position peaked at $9.05M in Q2 2020. 510 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • United Asset Strategies held 37,710 shares of FirstEnergy worth $1.79M as of Q2 2026.
  • United Asset Strategies sold 1,830 FirstEnergy shares in Q2 2026, an estimated $86.9K.
  • FirstEnergy made up 0.13% of United Asset Strategies's portfolio in Q2 2026, its #109 holding.
  • United Asset Strategies first reported a position in FirstEnergy in Q3 2016 and has held it in 40 quarters since.
  • United Asset Strategies's FirstEnergy position peaked at $9.05M in Q2 2020.
  • 510 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.