B. Riley Wealth Advisors’s FirstEnergy FE Stock Holding History

B. Riley Wealth 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 Q2	–	Sell	-49,053	Closed	-$1.98M	–	1150
2025 Q1	$1.98M	Buy	+49,053	New	+$1.95M	0.06%	324

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

B. Riley Wealth Advisors's FE Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 34,565 shares — an estimated $1.4M sold.

B. Riley Wealth Advisors first reported a position in FE in Q2 2014 and held it in 35 quarters. The position peaked at $1.48M in Q3 2024. 824 funds tracked by Wall St. Rank hold FE as of Q2 2025.

B. Riley Wealth Advisors reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 34,565 FirstEnergy shares in Q2 2025, an estimated $1.4M.
B. Riley Wealth Advisors first reported a position in FirstEnergy in Q2 2014 and held it in 35 quarters.
B. Riley Wealth Advisors's FirstEnergy position peaked at $1.48M in Q3 2024.
824 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.