AWM
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Avior Wealth Management’s FirstEnergy FE Stock Holding History

Avior 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
-150
Closed -$5.99K – 1279
2024
Q4 		$5.99K Buy
150
+14
+10% +$585 ﹤0.01% 1799
2024
Q3 		$6.06K Buy
136
+15
+12% +$631 ﹤0.01% 1712
2024
Q2 		$4.63K Sell
121
-356
-75% -$13.8K ﹤0.01% 1747
2024
Q1 		$18.4K Buy
477
+463
+3,307% +$17.3K ﹤0.01% 1643
2023
Q4 		$513 Sell
14
-578
-98% -$20.9K ﹤0.01% 1423
2023
Q3 		$20.2K Buy
592
+7
+1% +$260 ﹤0.01% 936
2023
Q2 		$22.8K Sell
585
-347
-37% -$13.6K ﹤0.01% 917
2023
Q1 		$37.3K Buy
932
+913
+4,805% +$36.9K ﹤0.01% 840
2022
Q4 		$796 Hold
19
– – ﹤0.01% 1140
2022
Q3 		$0 Hold
19
– – ﹤0.01% 1198
2022
Q2 		$0 Hold
19
– – ﹤0.01% 1122
2022
Q1 		$0 Hold
19
– – ﹤0.01% 1141
2021
Q4 		$0 Hold
19
– – ﹤0.01% 1131
2021
Q3 		$0 Buy
19
+5
+36% +$190 ﹤0.01% 1093
2021
Q2 		$0 Hold
14
– – ﹤0.01% 1073
2021
Q1 		$0 Sell
14
-162
-92% -$5.29K ﹤0.01% 1052
2020
Q4 		$5K Buy
176
+162
+1,157% +$4.86K ﹤0.01% 786
2020
Q3 		$0 Hold
14
– – ﹤0.01% 958
2020
Q2 		$0 Hold
14
– – ﹤0.01% 930
2020
Q1 		$0 Buy
+14
New +$651 ﹤0.01% 819

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

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

Avior Wealth Management sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 150 shares — an estimated $5.99K sold.

Avior Wealth Management first reported a position in FE in Q1 2020 and held it in 20 quarters. The position peaked at $37.3K in Q1 2023. 796 funds tracked by Wall St. Rank hold FE as of Q1 2025.

  • Avior Wealth Management reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 150 FirstEnergy shares in Q1 2025, an estimated $5.99K.
  • Avior Wealth Management first reported a position in FirstEnergy in Q1 2020 and held it in 20 quarters.
  • Avior Wealth Management's FirstEnergy position peaked at $37.3K in Q1 2023.
  • 796 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.