BWG
FE icon

Balanced Wealth Group’s FirstEnergy FE Stock Holding History

Balanced Wealth Group’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
2026
Q1 		$1.3M Sell
25,663
-2,598
-9% -$126K 0.47% 25
2025
Q4 		$1.3M Buy
28,261
+271
+1% +$12.4K 0.48% 25
2025
Q3 		$1.13M Hold
27,990
– – 0.5% 25
2025
Q2 		$1.2M Sell
27,990
-88
-0.3% -$3.63K 0.52% 25
2025
Q1 		$1.13M Buy
28,078
+1,087
+4% +$43.3K 0.55% 25
2024
Q4 		$1.07M Buy
26,991
+250
+0.9% +$10.5K 0.48% 26
2024
Q3 		$1.19M Buy
26,741
+241
+0.9% +$10.1K 0.52% 25
2024
Q2 		$1.02M Buy
26,500
+264
+1% +$10.2K 0.46% 27
2024
Q1 		$1.05M Buy
26,236
+4,775
+22% +$179K 0.47% 28
2023
Q4 		$787K Buy
+21,461
New +$777K 0.41% 33

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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