Winch Advisory Services’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 | $10.4K | Hold |
219
| – | – | ﹤0.01% | 338 |
|
|
2026
Q1 | $11.1K | Hold |
219
| – | – | ﹤0.01% | 308 |
|
|
2025
Q4 | $9.81K | Hold |
219
| – | – | ﹤0.01% | 315 |
|
|
2025
Q3 | $10K | Hold |
219
| – | – | ﹤0.01% | 300 |
|
|
2025
Q2 | $8.82K | Hold |
219
| – | – | ﹤0.01% | 306 |
|
|
2025
Q1 | $8.86K | Hold |
219
| – | – | ﹤0.01% | 297 |
|
|
2024
Q4 | $8.72K | Hold |
219
| – | – | ﹤0.01% | 308 |
|
|
2024
Q3 | $9.72K | Hold |
219
| – | – | ﹤0.01% | 265 |
|
|
2024
Q2 | $8.39K | Sell |
219
-258
| -54% | -$10K | ﹤0.01% | 272 |
|
|
2024
Q1 | $18.4K | Buy |
477
+258
| +118% | +$9.65K | 0.01% | 218 |
|
|
2023
Q4 | $8.04K | Buy |
219
+2
| +0.9% | +$72 | ﹤0.01% | 273 |
|
|
2023
Q3 | $7K | Buy |
217
+3
| +1% | +$112 | ﹤0.01% | 282 |
|
|
2023
Q2 | $8K | Buy |
214
+2
| +0.9% | +$78 | ﹤0.01% | 270 |
|
|
2023
Q1 | $9K | Buy |
212
+2
| +1% | +$81 | ﹤0.01% | 262 |
|
|
2022
Q4 | $9K | Buy |
210
+2
| +1% | +$78 | ﹤0.01% | 243 |
|
|
2022
Q3 | $8K | Buy |
208
+2
| +1% | +$79 | ﹤0.01% | 239 |
|
|
2022
Q2 | $8K | Buy |
206
+71
| +53% | +$3.03K | ﹤0.01% | 251 |
|
|
2022
Q1 | $6K | Buy |
135
+1
| +0.7% | +$42 | ﹤0.01% | 297 |
|
|
2021
Q4 | $6K | Buy |
134
+1
| +0.8% | +$39 | ﹤0.01% | 312 |
|
|
2021
Q3 | $5K | Buy |
133
+1
| +0.8% | +$38 | ﹤0.01% | 328 |
|
|
2021
Q2 | $5K | Buy |
132
+2
| +2% | +$74 | ﹤0.01% | 331 |
|
|
2021
Q1 | $5K | Buy |
130
+1
| +0.8% | +$33 | ﹤0.01% | 304 |
|
|
2020
Q4 | $4K | Buy |
129
+2
| +2% | +$60 | ﹤0.01% | 318 |
|
|
2020
Q3 | $4K | Buy |
127
+2
| +2% | +$63 | ﹤0.01% | 275 |
|
|
2020
Q2 | $5K | Buy |
125
+1
| +0.8% | +$41 | ﹤0.01% | 259 |
|
|
2020
Q1 | $5K | Buy |
124
+1
| +0.8% | +$46 | ﹤0.01% | 225 |
|
|
2019
Q4 | $6K | Buy |
123
+1
| +0.8% | +$48 | ﹤0.01% | 242 |
|
|
2019
Q3 | $6K | Buy |
122
+1
| +0.8% | +$45 | ﹤0.01% | 227 |
|
|
2019
Q2 | $5K | Buy |
121
+1
| +0.8% | +$42 | ﹤0.01% | 249 |
|
|
2019
Q1 | $5K | Buy |
120
+1
| +0.8% | +$40 | ﹤0.01% | 242 |
|
|
2018
Q4 | $4K | Buy |
119
+1
| +0.8% | +$38 | ﹤0.01% | 239 |
|
|
2018
Q3 | $4K | Buy |
118
+1
| +0.9% | +$37 | ﹤0.01% | 240 |
|
|
2018
Q2 | $4K | Buy |
117
+2
| +2% | +$69 | ﹤0.01% | 245 |
|
|
2018
Q1 | $4K | Buy |
115
+21
| +22% | +$674 | ﹤0.01% | 233 |
|
|
2017
Q4 | $3K | Buy |
94
+1
| +1% | +$32 | ﹤0.01% | 240 |
|
|
2017
Q3 | $3K | Buy |
93
+1
| +1% | +$31 | ﹤0.01% | 229 |
|
|
2017
Q2 | $3K | Buy |
92
+1
| +1% | +$30 | ﹤0.01% | 238 |
|
|
2017
Q1 | $3K | Buy |
91
+1
| +1% | +$31 | ﹤0.01% | 224 |
|
|
2016
Q4 | $3K | Buy |
90
+1
| +1% | +$32 | ﹤0.01% | 206 |
|
|
2016
Q3 | $3K | Buy |
89
+1
| +1% | +$34 | ﹤0.01% | 216 |
|
|
2016
Q2 | $3K | Buy |
88
+1
| +1% | +$34 | ﹤0.01% | 209 |
|
|
2016
Q1 | $3K | Buy |
87
+1
| +1% | +$34 | ﹤0.01% | 174 |
|
|
2015
Q4 | $3K | Buy |
86
+1
| +1% | +$31 | ﹤0.01% | 194 |
|
|
2015
Q3 | $3K | Buy |
85
+1
| +1% | +$33 | ﹤0.01% | 180 |
|
|
2015
Q2 | $3K | Buy |
84
+1
| +1% | +$35 | ﹤0.01% | 231 |
|
|
2015
Q1 | $3K | Buy |
+83
| New | +$3.1K | ﹤0.01% | 229 |
|
|
2014
Q4 | – | Sell |
-82
| Closed | -$3K | – | 87 |
|
|
2014
Q3 | $3K | Buy |
82
+1
| +1% | +$33 | ﹤0.01% | 196 |
|
|
2014
Q2 | $3K | Buy |
81
+1
| +1% | +$34 | ﹤0.01% | 220 |
|
|
2014
Q1 | $3K | Buy |
+80
| New | +$2.53K | ﹤0.01% | 231 |
|
Other funds holding FE
Winch Advisory Services's FE Position: Q2 2026 in Review
Winch Advisory Services held its FirstEnergy (FE) position steady in Q2 2026 at 219 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #338.
Winch Advisory Services first reported a position in FE in Q1 2014 and has held it in 49 quarters since. The position peaked at $18.4K in Q1 2024. 921 funds tracked by Wall St. Rank hold FE as of Q2 2026.
- Winch Advisory Services held 219 shares of FirstEnergy worth $10.4K as of Q2 2026.
- Winch Advisory Services left its FirstEnergy share count unchanged in Q2 2026.
- FirstEnergy made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #338 holding.
- Winch Advisory Services first reported a position in FirstEnergy in Q1 2014 and has held it in 49 quarters since.
- Winch Advisory Services's FirstEnergy position peaked at $18.4K in Q1 2024.
- 921 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.
Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.