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Valeo Financial Advisors’s FirstEnergy FE Stock Holding History

Valeo Financial 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
Q3 		$218K Buy
5,041
+607
+14% +$28.5K ﹤0.01% 748
2026
Q2 		$211K Sell
4,434
-131
-3% -$6.22K ﹤0.01% 742
2026
Q1 		$231K Sell
4,565
-2,486
-35% -$121K 0.01% 645
2025
Q4 		$316K Buy
7,051
+533
+8% +$24.5K 0.01% 600
2025
Q3 		$299K Buy
6,518
+74
+1% +$3.16K 0.01% 612
2025
Q2 		$259K Buy
6,444
+277
+4% +$11.4K 0.01% 624
2025
Q1 		$249K Sell
6,167
-10
-0.2% -$398 0.01% 578
2024
Q4 		$246K Buy
6,177
+43
+0.7% +$1.8K 0.01% 604
2024
Q3 		$272K Buy
6,134
+204
+3% +$8.59K 0.01% 560
2024
Q2 		$227K Buy
5,930
+48
+0.8% +$1.86K 0.01% 576
2024
Q1 		$225K Buy
+5,882
New +$220K 0.01% 583
2021
Q2 		– Sell
-2,289
Closed -$79K – 958
2021
Q1 		$79K Hold
2,289
– – ﹤0.01% 693
2020
Q4 		$70K Sell
2,289
-151
-6% -$4.53K ﹤0.01% 670
2020
Q3 		$70K Sell
2,440
-188
-7% -$5.9K 0.01% 556
2020
Q2 		$102K Buy
2,628
+280
+12% +$11.6K 0.01% 504
2020
Q1 		$105K Sell
2,348
-2
-0.1% -$93 0.01% 414
2019
Q4 		$114K Buy
2,350
+4
+0.2% +$191 0.01% 436
2019
Q3 		$113K Buy
2,346
+4
+0.2% +$181 0.01% 407
2019
Q2 		$100K Sell
2,342
-76
-3% -$3.19K 0.01% 437
2019
Q1 		$101K Sell
2,418
-1,346
-36% -$53.5K 0.01% 407
2018
Q4 		$141K Buy
3,764
+5
+0.1% +$189 0.02% 315
2018
Q3 		$140K Buy
3,759
+1,920
+104% +$70.2K 0.02% 335
2018
Q2 		$67K Buy
1,839
+5
+0.3% +$171 0.01% 484
2018
Q1 		$62K Buy
1,834
+1,387
+310% +$44.5K 0.01% 453
2017
Q4 		$14K Buy
447
+5
+1% +$162 ﹤0.01% 750
2017
Q3 		$14K Buy
+442
New +$13.9K ﹤0.01% 629

Other funds holding FE

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Valeo Financial Advisors's FE Position: Q3 2026 in Review

Valeo Financial Advisors increased its FirstEnergy (FE) stake by 14% in Q3 2026, buying an estimated $28.5K and bringing the position to 5,041 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Valeo Financial Advisors first reported a position in FE in Q3 2017 and has held it in 26 quarters since. The position peaked at $316K in Q4 2025. 30 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Valeo Financial Advisors held 5,041 shares of FirstEnergy worth $218K as of Q3 2026.
  • Valeo Financial Advisors bought 607 FirstEnergy shares in Q3 2026, an estimated $28.5K.
  • FirstEnergy made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #748 holding.
  • Valeo Financial Advisors first reported a position in FirstEnergy in Q3 2017 and has held it in 26 quarters since.
  • Valeo Financial Advisors's FirstEnergy position peaked at $316K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.