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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

FE holding history

Firstenergy Corp in every 13F filed by SageView Advisory Group, 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)
6,669
Value
$317.0K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2023
Holdings of FE by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,669$317.0K<0.1%−1,081−13.9%ReducedHolders
Q1 20267,750$392.6K<0.1%−1,677−17.8%ReducedHolders
Q4 20259,427$422.0K<0.1%−585−5.8%ReducedHolders
Q3 202510,012$458.8K<0.1%−241−2.4%ReducedHolders
Q2 202510,253$424.6K<0.1%+233+2.3%AddedHolders
Q1 202510,020$405.0K<0.1%−713−6.6%ReducedHolders
Q4 202410,733$426.9K<0.1%+57+0.5%AddedHolders
Q3 202410,676$473.5K<0.1%−285−2.6%ReducedHolders
Q2 202410,961$419.5K<0.1%+10,961NewHolders
Q1 20240$00.0%−16,185−100.0%Sold outHolders
Q4 202316,185$595.0K<0.1%+1,799+12.5%AddedHolders
Q3 202314,386$491.7K<0.1%−2,269−13.6%ReducedHolders
Q2 202316,655$647.5K<0.1%+1,872+12.7%AddedHolders
Q1 202314,783$592.2K<0.1%+14,783NewHolders