BankPlus Trust Department’s FirstEnergy FE Stock Holding History

BankPlus Trust Department’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	-464	Closed	-$18.8K	–	455
2025 Q1	$18.8K	Buy	+464	New	+$18.5K	0.01%	316

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BankPlus Trust Department's FE Position: Q2 2025 in Review

BankPlus Trust Department sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 464 shares — an estimated $18.8K sold.

BankPlus Trust Department first reported a position in FE in Q1 2025 and held it in 1 quarter. The position peaked at $18.8K in Q1 2025. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

BankPlus Trust Department reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
BankPlus Trust Department sold 464 FirstEnergy shares in Q2 2025, an estimated $18.8K.
BankPlus Trust Department first reported a position in FirstEnergy in Q1 2025 and held it in 1 quarter.
BankPlus Trust Department's FirstEnergy position peaked at $18.8K in Q1 2025.
825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on BankPlus Trust Department's 13F filing for Q2 2025, filed 23 Jul 2025.