United Capital Financial Advisors’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 | $858K | Sell |
18,041
-7
| -0% | -$332 | ﹤0.01% | 863 |
|
|
2026
Q1 | $914K | Buy |
18,048
+3,310
| +22% | +$161K | 0.01% | 794 |
|
|
2025
Q4 | $660K | Buy |
14,738
+1,699
| +13% | +$78K | ﹤0.01% | 865 |
|
|
2025
Q3 | $597K | Buy |
13,039
+819
| +7% | +$35K | ﹤0.01% | 803 |
|
|
2025
Q2 | $492K | Buy |
12,220
+406
| +3% | +$16.8K | ﹤0.01% | 785 |
|
|
2025
Q1 | $478K | Buy |
11,814
+277
| +2% | +$11K | ﹤0.01% | 756 |
|
|
2024
Q4 | $459K | Sell |
11,537
-231
| -2% | -$9.66K | ﹤0.01% | 755 |
|
|
2024
Q3 | $522K | Sell |
11,768
-191
| -2% | -$8.04K | ﹤0.01% | 714 |
|
|
2024
Q2 | $458K | Sell |
11,959
-470
| -4% | -$18.2K | ﹤0.01% | 728 |
|
|
2024
Q1 | $480K | Buy |
12,429
+1,491
| +14% | +$55.8K | ﹤0.01% | 747 |
|
|
2023
Q4 | $401K | Sell |
10,938
-1,947
| -15% | -$70.5K | ﹤0.01% | 785 |
|
|
2023
Q3 | $440K | Sell |
12,885
-356
| -3% | -$13.2K | ﹤0.01% | 662 |
|
|
2023
Q2 | $515K | Buy |
13,241
+292
| +2% | +$11.5K | ﹤0.01% | 678 |
|
|
2023
Q1 | $519K | Sell |
12,949
-2,532
| -16% | -$102K | ﹤0.01% | 718 |
|
|
2022
Q4 | $649K | Buy |
15,481
+2,122
| +16% | +$83K | ﹤0.01% | 716 |
|
|
2022
Q3 | $494K | Sell |
13,359
-1,421
| -10% | -$56.2K | ﹤0.01% | 764 |
|
|
2022
Q2 | $567K | Buy |
14,780
+7,964
| +117% | +$340K | ﹤0.01% | 767 |
|
|
2022
Q1 | $313K | Buy |
6,816
+453
| +7% | +$19.2K | ﹤0.01% | 976 |
|
|
2021
Q4 | $265K | Buy |
6,363
+181
| +3% | +$6.98K | ﹤0.01% | 1067 |
|
|
2021
Q3 | $220K | Buy |
6,182
+25
| +0.4% | +$949 | ﹤0.01% | 1107 |
|
|
2021
Q2 | $229K | Buy |
+6,157
| New | +$229K | ﹤0.01% | 1118 |
|
|
2020
Q3 | – | Sell |
-5,592
| Closed | -$217K | – | 1177 |
|
|
2020
Q2 | $217K | Buy |
5,592
+479
| +9% | +$19.8K | ﹤0.01% | 1081 |
|
|
2020
Q1 | $205K | Sell |
5,113
-1,931
| -27% | -$89.7K | ﹤0.01% | 1064 |
|
|
2019
Q4 | $342K | Buy |
7,044
+2,162
| +44% | +$103K | ﹤0.01% | 1097 |
|
|
2019
Q3 | $235K | Sell |
4,882
-1,916
| -28% | -$86.7K | ﹤0.01% | 1142 |
|
|
2019
Q2 | $291K | Buy |
6,798
+891
| +15% | +$37.4K | ﹤0.01% | 1226 |
|
|
2019
Q1 | $246K | Sell |
5,907
-1,122
| -16% | -$44.6K | ﹤0.01% | 1203 |
|
|
2018
Q4 | $264K | Sell |
7,029
-399
| -5% | -$15.1K | ﹤0.01% | 1109 |
|
|
2018
Q3 | $276K | Buy |
7,428
+634
| +9% | +$23.2K | ﹤0.01% | 1136 |
|
|
2018
Q2 | $244K | Sell |
6,794
-760
| -10% | -$26K | ﹤0.01% | 1168 |
|
|
2018
Q1 | $257K | Buy |
7,554
+980
| +15% | +$31.5K | ﹤0.01% | 1145 |
|
|
2017
Q4 | $200K | Sell |
6,574
-67
| -1% | -$2.18K | ﹤0.01% | 1243 |
|
|
2017
Q3 | $205K | Buy |
+6,641
| New | +$209K | ﹤0.01% | 1231 |
|
|
2017
Q1 | – | Sell |
-6,844
| Closed | -$212K | – | 1256 |
|
|
2016
Q4 | $212K | Sell |
6,844
-1,880
| -22% | -$60.2K | ﹤0.01% | 1163 |
|
|
2016
Q3 | $289K | Buy |
8,724
+1,325
| +18% | +$45K | ﹤0.01% | 1087 |
|
|
2016
Q2 | $259K | Buy |
7,399
+156
| +2% | +$5.29K | ﹤0.01% | 1085 |
|
|
2016
Q1 | $261K | Sell |
7,243
-595
| -8% | -$20K | ﹤0.01% | 1039 |
|
|
2015
Q4 | $249K | Buy |
7,838
+916
| +13% | +$28.8K | ﹤0.01% | 1071 |
|
|
2015
Q3 | $217K | Buy |
+6,922
| New | +$226K | ﹤0.01% | 1141 |
|
|
2015
Q2 | – | Sell |
-5,744
| Closed | -$206K | – | 1272 |
|
|
2015
Q1 | $206K | Buy |
+5,744
| New | +$215K | ﹤0.01% | 1181 |
|
Other funds holding FE
United Capital Financial Advisors's FE Position: Q2 2026 in Review
United Capital Financial Advisors reduced its FirstEnergy (FE) stake by 0.04% in Q2 2026, selling an estimated $332 and leaving 18,041 shares worth $858K. The position accounts for ﹤0.01% of the portfolio, ranked #863.
United Capital Financial Advisors first reported a position in FE in Q1 2015 and has held it in 40 quarters since. The position peaked at $914K in Q1 2026. 922 funds tracked by Wall St. Rank hold FE as of Q2 2026.
- United Capital Financial Advisors held 18,041 shares of FirstEnergy worth $858K as of Q2 2026.
- United Capital Financial Advisors sold 7 FirstEnergy shares in Q2 2026, an estimated $332.
- FirstEnergy made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #863 holding.
- United Capital Financial Advisors first reported a position in FirstEnergy in Q1 2015 and has held it in 40 quarters since.
- United Capital Financial Advisors's FirstEnergy position peaked at $914K in Q1 2026.
- 922 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.