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Angeles Investment Advisors’s FirstEnergy FE Stock Holding History

Angeles Investment Advisors’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
Q1 		– Sell
-14,664
Closed -$583K – 92
2024
Q4 		$583K Sell
14,664
-405
-3% -$16.9K 0.03% 77
2024
Q3 		$668K Hold
15,069
– – 0.03% 70
2024
Q2 		$577K Sell
15,069
-2,685
-15% -$104K 0.03% 88
2024
Q1 		$686K Buy
17,754
+1,998
+13% +$74.7K 0.04% 72
2023
Q4 		$578K Buy
15,756
+1,093
+7% +$39.6K 0.03% 83
2023
Q3 		$501K Buy
14,663
+27
+0.2% +$1K 0.04% 78
2023
Q2 		$569K Buy
14,636
+3,987
+37% +$156K 0.05% 55
2023
Q1 		$427K Buy
10,649
+3,243
+44% +$131K 0.04% 74
2022
Q4 		$311K Buy
+7,406
New +$290K 0.03% 81

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Angeles Investment Advisors's FE Position: Q1 2025 in Review

Angeles Investment Advisors sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 14,664 shares — an estimated $583K sold.

Angeles Investment Advisors first reported a position in FE in Q4 2022 and held it in 9 quarters. The position peaked at $686K in Q1 2024. 796 funds tracked by Wall St. Rank hold FE as of Q1 2025.

  • Angeles Investment Advisors reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 14,664 FirstEnergy shares in Q1 2025, an estimated $583K.
  • Angeles Investment Advisors first reported a position in FirstEnergy in Q4 2022 and held it in 9 quarters.
  • Angeles Investment Advisors's FirstEnergy position peaked at $686K in Q1 2024.
  • 796 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.