Wealth Enhancement Advisory Services
FE icon

Wealth Enhancement Advisory Services’s FirstEnergy FE Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.3M Buy
236,589
+167,296
+241% +$7.86M 0.02% 723
2026
Q2 		$3.32M Buy
69,293
+11,459
+20% +$544K 0.01% 1252
2026
Q1 		$2.97M Sell
57,834
-15,984
-22% -$775K 0.01% 1187
2025
Q4 		$3.31M Buy
73,818
+9,407
+15% +$432K ﹤0.01% 1227
2025
Q3 		$2.99M Buy
64,411
+7,280
+13% +$311K ﹤0.01% 1217
2025
Q2 		$2.28M Buy
57,131
+16,782
+42% +$692K ﹤0.01% 1293
2025
Q1 		$1.63M Sell
40,349
-102,904
-72% -$4.1M ﹤0.01% 1359
2024
Q4 		$5.7M Buy
143,253
+63,546
+80% +$2.66M 0.01% 754
2024
Q3 		$3.53M Buy
79,707
+1,410
+2% +$59.3K 0.01% 841
2024
Q2 		$3M Buy
78,297
+4,730
+6% +$183K 0.01% 849
2024
Q1 		$2.84M Buy
73,567
+50,176
+215% +$1.88M 0.01% 824
2023
Q4 		$858K Sell
23,391
-62,472
-73% -$2.26M ﹤0.01% 1234
2023
Q3 		$2.93M Buy
+85,863
New +$3.19M 0.01% 724
2023
Q2 		– Sell
-98,436
Closed -$3.94M – 535
2023
Q1 		$3.94M Buy
+98,436
New +$3.98M 0.05% 154
2018
Q3 		– Sell
-28,865
Closed -$1.02M – 182
2018
Q2 		$1.02M Buy
+28,865
New +$989K 0.06% 118
2017
Q2 		– Sell
-22,907
Closed -$719K – 160
2017
Q1 		$719K Buy
22,907
+2,758
+14% +$85.1K 0.08% 132
2016
Q4 		$624K Sell
20,149
-14,453
-42% -$463K 0.08% 134
2016
Q3 		$1.09M Buy
+34,602
New +$1.18M 0.16% 81

Other funds holding FE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Wealth Enhancement Advisory Services's FE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its FirstEnergy (FE) stake by 241% in Q3 2026, buying an estimated $7.86M and bringing the position to 236,589 shares worth $10.3M. The position accounts for 0.02% of the portfolio, ranked #723.

Wealth Enhancement Advisory Services first reported a position in FE in Q3 2016 and has held it in 18 quarters since. 297 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Wealth Enhancement Advisory Services held 236,589 shares of FirstEnergy worth $10.3M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 167,296 FirstEnergy shares in Q3 2026, an estimated $7.86M.
  • FirstEnergy made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #723 holding.
  • Wealth Enhancement Advisory Services first reported a position in FirstEnergy in Q3 2016 and has held it in 18 quarters since.
  • 297 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.