James T. Borello RIA’s FirstEnergy FE Stock Holding History

James T. Borello RIA’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	$19.6K	Sell	453 -4	-0.9%	-$188	﹤0.01%	426
2026 Q2	$21.7K	Buy	457 +366	+402%	+$17.4K	﹤0.01%	394
2026 Q1	$4.61K	Sell	91 -31	-25%	-$1.5K	﹤0.01%	779
2025 Q4	$5.46K	Buy	122 +41	+51%	+$1.88K	﹤0.01%	546
2025 Q3	$3.71K	Buy	+81	New	+$3.46K	﹤0.01%	552

Other funds holding FE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

James T. Borello RIA's FE Position: Q3 2026 in Review

James T. Borello RIA reduced its FirstEnergy (FE) stake by 0.88% in Q3 2026, selling an estimated $188 and leaving 453 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

James T. Borello RIA first reported a position in FE in Q3 2025 and has held it in 5 quarters since. The position peaked at $21.7K in Q2 2026. 128 funds tracked by Wall St. Rank hold FE as of Q3 2026.

James T. Borello RIA held 453 shares of FirstEnergy worth $19.6K as of Q3 2026.
James T. Borello RIA sold 4 FirstEnergy shares in Q3 2026, an estimated $188.
FirstEnergy made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #426 holding.
James T. Borello RIA first reported a position in FirstEnergy in Q3 2025 and has held it in 5 quarters since.
James T. Borello RIA's FirstEnergy position peaked at $21.7K in Q2 2026.
128 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.