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Baker Tilly Wealth Management’s FirstEnergy FE Stock Holding History

Baker Tilly 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
-6,646
Closed -$264K – 245
2024
Q4 		$264K Sell
6,646
-809
-11% -$33.8K 0.1% 200
2024
Q3 		$331K Sell
7,455
-3,129
-30% -$132K 0.15% 168
2024
Q2 		$405K Sell
10,584
-14,638
-58% -$568K 0.17% 150
2024
Q1 		$974K Sell
25,222
-621
-2% -$23.2K 0.18% 127
2023
Q4 		$947K Buy
25,843
+2,099
+9% +$76K 0.16% 144
2023
Q3 		$812K Buy
23,744
+4
+0% +$149 0.13% 154
2023
Q2 		$923K Buy
23,740
+2,686
+13% +$105K 0.1% 214
2023
Q1 		$843K Sell
21,054
-1,314
-6% -$53.1K 0.09% 228
2022
Q4 		$938K Buy
22,368
+924
+4% +$36.1K 0.12% 198
2022
Q3 		$793K Sell
21,444
-401
-2% -$15.8K 0.11% 203
2022
Q2 		$839K Buy
21,845
+245
+1% +$10.5K 0.11% 205
2022
Q1 		$991K Buy
21,600
+958
+5% +$40.5K 0.11% 198
2021
Q4 		$859K Buy
20,642
+4,637
+29% +$179K 0.09% 235
2021
Q3 		$570K Buy
16,005
+3,860
+32% +$146K 0.08% 284
2021
Q2 		$452K Buy
12,145
+5,149
+74% +$191K 0.07% 301
2021
Q1 		$243K Buy
+6,996
New +$229K 0.05% 412

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

Baker Tilly Wealth Management's FE Position: Q1 2025 in Review

Baker Tilly Wealth Management sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 6,646 shares — an estimated $264K sold.

Baker Tilly Wealth Management first reported a position in FE in Q1 2021 and held it in 16 quarters. The position peaked at $991K in Q1 2022. 796 funds tracked by Wall St. Rank hold FE as of Q1 2025.

  • Baker Tilly Wealth Management reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 6,646 FirstEnergy shares in Q1 2025, an estimated $264K.
  • Baker Tilly Wealth Management first reported a position in FirstEnergy in Q1 2021 and held it in 16 quarters.
  • Baker Tilly Wealth Management's FirstEnergy position peaked at $991K in Q1 2022.
  • 796 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.