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Wedmont Private Capital’s FirstEnergy FE Stock Holding History

Wedmont Private Capital’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 		$423K Buy
9,441
+1,423
+18% +$66.8K 0.01% 646
2026
Q2 		$384K Sell
8,018
-495
-6% -$23.5K 0.01% 651
2026
Q1 		$438K Buy
8,513
+642
+8% +$31.1K 0.01% 543
2025
Q4 		$351K Buy
7,871
+164
+2% +$7.53K 0.01% 596
2025
Q3 		$358K Buy
7,707
+414
+6% +$17.7K 0.01% 562
2025
Q2 		$293K Buy
7,293
+878
+14% +$36.2K 0.01% 581
2025
Q1 		$260K Sell
6,415
-2,647
-29% -$105K 0.01% 555
2024
Q4 		$351K Buy
9,062
+3,510
+63% +$147K 0.02% 490
2024
Q3 		$238K Buy
5,552
+209
+4% +$8.8K 0.01% 576
2024
Q2 		$211K Buy
+5,343
New +$207K 0.01% 600

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
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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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

Wedmont Private Capital's FE Position: Q3 2026 in Review

Wedmont Private Capital increased its FirstEnergy (FE) stake by 18% in Q3 2026, buying an estimated $66.8K and bringing the position to 9,441 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #646.

Wedmont Private Capital first reported a position in FE in Q2 2024 and has held it in 10 quarters since. The position peaked at $438K in Q1 2026. 30 funds tracked by Wall St. Rank hold FE as of Q3 2026.

  • Wedmont Private Capital held 9,441 shares of FirstEnergy worth $423K as of Q3 2026.
  • Wedmont Private Capital bought 1,423 FirstEnergy shares in Q3 2026, an estimated $66.8K.
  • FirstEnergy made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #646 holding.
  • Wedmont Private Capital first reported a position in FirstEnergy in Q2 2024 and has held it in 10 quarters since.
  • Wedmont Private Capital's FirstEnergy position peaked at $438K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.