Ownership history in Millington Financial Advisors, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Millington Financial Advisors, LLC reported a position in FIRSTENERGY CORP (FE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Millington Financial Advisors, LLC underperformed the S&P 500 by β0.3% annually on this FE position. Timing score: 75% (3/4 decisions correct). Average cost basis: $39.02. Maximum drawdown during holding period: β1.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $37.82 (2024 Q4) Β· Worst: $44.95 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Millington Financial Advisors, LLC has been actively increasing its FE allocation β a bullish signal from insiders.
Currently 1.07% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size