Atticus Wealth Management’s FirstEnergy FE Stock Holding History

Atticus 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 Q1	–	Sell	-59	Closed	-$2.35K	–	524
2024 Q4	$2.35K	Sell	59 -131	-69%	-$5.48K	﹤0.01%	460
2024 Q3	$8.43K	Sell	190 -91	-32%	-$3.83K	﹤0.01%	405
2024 Q2	$10.8K	Hold	281	–	–	﹤0.01%	375
2024 Q1	$10.9K	Sell	281 -122	-30%	-$4.56K	﹤0.01%	388
2023 Q4	$14.8K	Hold	403	–	–	0.01%	362
2023 Q3	$13.8K	Sell	403 -161	-29%	-$5.99K	0.01%	371
2023 Q2	$21.9K	Sell	564 -200	-26%	-$7.85K	0.01%	328
2023 Q1	$30.6K	Sell	764 -419	-35%	-$16.9K	0.01%	291
2022 Q4	$49.6K	Buy	1,183 +1,049	+783%	+$41K	0.02%	251
2022 Q3	$5K	Hold	134	–	–	﹤0.01%	434
2022 Q2	$5K	Buy	+134	New	+$5.72K	﹤0.01%	465
2020 Q1	–	Sell	-15	Closed	-$1K	–	352
2019 Q4	$1K	Buy	+15	New	+$717	﹤0.01%	320

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Atticus Wealth Management's FE Position: Q1 2025 in Review

Atticus Wealth Management sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 59 shares — an estimated $2.35K sold.

Atticus Wealth Management first reported a position in FE in Q4 2019 and held it in 12 quarters. The position peaked at $49.6K in Q4 2022. 796 funds tracked by Wall St. Rank hold FE as of Q1 2025.

Atticus Wealth Management reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
Atticus Wealth Management sold 59 FirstEnergy shares in Q1 2025, an estimated $2.35K.
Atticus Wealth Management first reported a position in FirstEnergy in Q4 2019 and held it in 12 quarters.
Atticus Wealth Management's FirstEnergy position peaked at $49.6K in Q4 2022.
796 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.