AWM
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Accredited Wealth Management’s FirstEnergy FE Stock Holding History

Accredited 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 		$15.5K Sell
2
-335
-99% -$14.3K 0.01% 220
2025
Q2 		$13.6K Buy
337
+2
+0.6% +$83 0.01% 231
2025
Q1 		$13.6K Sell
335
-248
-43% -$9.88K 0.01% 210
2024
Q4 		$23.2K Buy
+583
New +$24.4K 0.02% 189

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Accredited Wealth Management reduced its FirstEnergy (FE) stake by 99% in Q3 2025, selling an estimated $14.3K and leaving 2 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #220.

Accredited Wealth Management first reported a position in FE in Q4 2024 and has held it in 4 quarters since. The position peaked at $23.2K in Q4 2024. 842 funds tracked by Wall St. Rank hold FE as of Q3 2025.

  • Accredited Wealth Management held 2 shares of FirstEnergy worth $15.5K as of Q3 2025.
  • Accredited Wealth Management sold 335 FirstEnergy shares in Q3 2025, an estimated $14.3K.
  • FirstEnergy made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #220 holding.
  • Accredited Wealth Management first reported a position in FirstEnergy in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's FirstEnergy position peaked at $23.2K in Q4 2024.
  • 842 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.