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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

FE holding history

Firstenergy Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FE overviewAll 13F holders of FEFull Q2 2026 holdings

Shares (Q2 2026)
6,005
Value
$285.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FE by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,005$285.5K<0.1%+3,349+126.1%AddedHolders
Q1 20262,656$134.6K<0.1%−1,941−42.2%ReducedHolders
Q4 20254,597$205.8K<0.1%+714+18.4%AddedHolders
Q3 20253,883$177.9K<0.1%−117−2.9%ReducedHolders
Q2 20254,000$161.1K<0.1%+1,143+40.0%AddedHolders
Q1 20252,857$115.5K<0.1%+341+13.6%AddedHolders
Q4 20242,516$100.1K<0.1%+110+4.6%AddedHolders
Q3 20242,406$106.7K<0.1%−952−28.4%ReducedHolders
Q2 20243,358$128.5K<0.1%+1,365+68.5%AddedHolders
Q1 20241,993$79.1K<0.1%+8+0.4%AddedHolders
Q4 20231,985$72.8K<0.1%−1,394−41.3%ReducedHolders
Q3 20233,379$115.5K<0.1%+1,401+70.8%AddedHolders
Q2 20231,978$76.9K<0.1%+16+0.8%AddedHolders
Q1 20231,962$78.6K<0.1%00.0%UnchangedHolders
Q4 20221,962$82.3K<0.1%−90−4.4%ReducedHolders
Q3 20222,052$76.0K<0.1%+184+9.9%AddedHolders
Q2 20221,868$72.0K<0.1%+44+2.4%AddedHolders
Q1 20221,824$84.0K<0.1%+1,084+146.5%AddedHolders
Q4 2021740$31.0K<0.1%−138−15.7%ReducedHolders
Q3 2021878$31.0K<0.1%+86+10.9%AddedHolders
Q2 2021792$29.0K<0.1%−82−9.4%ReducedHolders
Q1 2021874$30.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.