AAS
FE icon

Avantax Advisory Services’s FirstEnergy FE Stock Holding History

Avantax Advisory Services’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
Q2 		$2.06M Buy
51,159
+5,267
+11% +$217K 0.01% 783
2025
Q1 		$1.85M Sell
45,892
-2,434
-5% -$96.9K 0.01% 774
2024
Q4 		$1.92M Buy
48,326
+6,357
+15% +$266K 0.01% 728
2024
Q3 		$1.86M Buy
41,969
+1,320
+3% +$55.6K 0.01% 733
2024
Q2 		$1.56M Buy
40,649
+32,234
+383% +$1.25M 0.01% 764
2024
Q1 		$325K Sell
8,415
-930
-10% -$34.8K ﹤0.01% 1256
2023
Q4 		$343K Sell
9,345
-1,264
-12% -$45.8K ﹤0.01% 1166
2023
Q3 		$363K Sell
10,609
-2,136
-17% -$79.5K ﹤0.01% 1088
2023
Q2 		$496K Sell
12,745
-172
-1% -$6.75K 0.01% 946
2023
Q1 		$517K Sell
12,917
-248
-2% -$10K 0.01% 900
2022
Q4 		$552K Buy
13,165
+700
+6% +$27.4K 0.01% 815
2022
Q3 		$461K Sell
12,465
-2,025
-14% -$80K 0.01% 815
2022
Q2 		$556K Sell
14,490
-7,720
-35% -$330K 0.01% 741
2022
Q1 		$1.02M Buy
22,210
+336
+2% +$14.2K 0.01% 540
2021
Q4 		$910K Buy
21,874
+4,851
+28% +$187K 0.01% 550
2021
Q3 		$608K Sell
17,023
-5,926
-26% -$225K 0.01% 645
2021
Q2 		$855K Buy
22,949
+13,775
+150% +$512K 0.02% 517
2021
Q1 		$318K Buy
+9,174
New +$300K 0.01% 786
2020
Q4 		– Sell
-19,269
Closed -$551K – 1065
2020
Q3 		$551K Buy
+19,269
New +$604K 0.01% 755

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Avantax Advisory Services's FE Position: Q2 2025 in Review

Avantax Advisory Services increased its FirstEnergy (FE) stake by 11% in Q2 2025, buying an estimated $217K and bringing the position to 51,159 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #783.

Avantax Advisory Services first reported a position in FE in Q3 2020 and has held it in 19 quarters since. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Avantax Advisory Services held 51,159 shares of FirstEnergy worth $2.06M as of Q2 2025.
  • Avantax Advisory Services bought 5,267 FirstEnergy shares in Q2 2025, an estimated $217K.
  • FirstEnergy made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #783 holding.
  • Avantax Advisory Services first reported a position in FirstEnergy in Q3 2020 and has held it in 19 quarters since.
  • 825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.