1858 Wealth Management’s FirstEnergy FE Stock Holding History

1858 Wealth Management’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
2025 Q3	$291K	Hold	6,349	–	–	0.2%	78
2025 Q2	$256K	Buy	6,349 +966	+18%	+$39.9K	0.19%	97
2025 Q1	$218K	Hold	5,383	–	–	0.18%	107
2024 Q4	$214K	Hold	5,383	–	–	0.17%	115
2024 Q3	$239K	Hold	5,383	–	–	0.2%	102
2024 Q2	$206K	Buy	+5,383	New	+$209K	0.17%	114

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1858 Wealth Management's FE Position: Q3 2025 in Review

1858 Wealth Management held its FirstEnergy (FE) position steady in Q3 2025 at 6,349 shares worth $291K. The position accounts for 0.2% of the portfolio, ranked #78.

1858 Wealth Management first reported a position in FE in Q2 2024 and has held it in 6 quarters since. 843 funds tracked by Wall St. Rank hold FE as of Q3 2025.

1858 Wealth Management held 6,349 shares of FirstEnergy worth $291K as of Q3 2025.
1858 Wealth Management left its FirstEnergy share count unchanged in Q3 2025.
FirstEnergy made up 0.2% of 1858 Wealth Management's portfolio in Q3 2025, its #78 holding.
1858 Wealth Management first reported a position in FirstEnergy in Q2 2024 and has held it in 6 quarters since.
843 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.