Valley National Advisers’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 | $476 | Sell |
10
-30
| -75% | -$1.43K | ﹤0.01% | 955 |
|
|
2026
Q1 | $2K | Buy |
40
+11
| +38% | +$534 | ﹤0.01% | 761 |
|
|
2025
Q4 | $1K | Buy |
29
+7
| +32% | +$321 | ﹤0.01% | 852 |
|
|
2025
Q3 | $1K | Buy |
+22
| New | +$939 | ﹤0.01% | 789 |
|
|
2024
Q3 | – | Sell |
-310
| Closed | -$11K | – | 880 |
|
|
2024
Q2 | $11K | Buy |
310
+10
| +3% | +$388 | ﹤0.01% | 601 |
|
|
2024
Q1 | $11K | Buy |
300
+95
| +46% | +$3.55K | ﹤0.01% | 620 |
|
|
2023
Q4 | $7K | Buy |
205
+10
| +5% | +$362 | ﹤0.01% | 728 |
|
|
2023
Q3 | $7K | Buy |
195
+175
| +875% | +$6.51K | ﹤0.01% | 660 |
|
|
2023
Q2 | $1K | Buy |
+20
| New | +$785 | ﹤0.01% | 881 |
|
|
2020
Q3 | – | Sell |
-133
| Closed | -$5K | – | 790 |
|
|
2020
Q2 | $5K | Hold |
133
| – | – | ﹤0.01% | 555 |
|
|
2020
Q1 | $5K | Hold |
133
| – | – | ﹤0.01% | 541 |
|
|
2019
Q4 | $6K | Hold |
133
| – | – | ﹤0.01% | 583 |
|
|
2019
Q3 | $6K | Hold |
133
| – | – | ﹤0.01% | 568 |
|
|
2019
Q2 | $6K | Sell |
133
-147
| -53% | -$6.18K | ﹤0.01% | 532 |
|
|
2019
Q1 | $12K | Sell |
280
-60
| -18% | -$2.38K | ﹤0.01% | 459 |
|
|
2018
Q4 | $13K | Buy |
340
+207
| +156% | +$7.84K | ﹤0.01% | 416 |
|
|
2018
Q3 | $5K | Hold |
133
| – | – | ﹤0.01% | 506 |
|
|
2018
Q2 | $5K | Hold |
133
| – | – | ﹤0.01% | 476 |
|
|
2018
Q1 | $5K | Hold |
133
| – | – | ﹤0.01% | 469 |
|
|
2017
Q4 | $4K | Sell |
133
-245
| -65% | -$7.96K | ﹤0.01% | 499 |
|
|
2017
Q3 | $12K | Hold |
378
| – | – | ﹤0.01% | 382 |
|
|
2017
Q2 | $11K | Hold |
378
| – | – | ﹤0.01% | 393 |
|
|
2017
Q1 | $12K | Hold |
378
| – | – | ﹤0.01% | 379 |
|
|
2016
Q4 | $12K | Hold |
378
| – | – | 0.01% | 385 |
|
|
2016
Q3 | $13K | Hold |
378
| – | – | 0.01% | 346 |
|
|
2016
Q2 | $13K | Hold |
378
| – | – | 0.01% | 354 |
|
|
2016
Q1 | $14K | Buy |
378
+133
| +54% | +$4.47K | 0.01% | 343 |
|
|
2015
Q4 | $8K | Hold |
245
| – | – | ﹤0.01% | 397 |
|
|
2015
Q3 | $8K | Hold |
245
| – | – | ﹤0.01% | 401 |
|
|
2015
Q2 | $8K | Sell |
245
-133
| -35% | -$4.65K | ﹤0.01% | 401 |
|
|
2015
Q1 | $13K | Sell |
378
-246
| -39% | -$9.2K | 0.01% | 352 |
|
|
2014
Q4 | $21K | Buy |
+624
| New | +$22.9K | 0.02% | 237 |
|
Other funds holding FE
Valley National Advisers's FE Position: Q2 2026 in Review
Valley National Advisers reduced its FirstEnergy (FE) stake by 75% in Q2 2026, selling an estimated $1.43K and leaving 10 shares worth $476. The position accounts for ﹤0.01% of the portfolio, ranked #955.
Valley National Advisers first reported a position in FE in Q4 2014 and has held it in 32 quarters since. The position peaked at $21K in Q4 2014. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.
- Valley National Advisers held 10 shares of FirstEnergy worth $476 as of Q2 2026.
- Valley National Advisers sold 30 FirstEnergy shares in Q2 2026, an estimated $1.43K.
- FirstEnergy made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #955 holding.
- Valley National Advisers first reported a position in FirstEnergy in Q4 2014 and has held it in 32 quarters since.
- Valley National Advisers's FirstEnergy position peaked at $21K in Q4 2014.
- 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.