Beacon Capital Management LLC (Tennessee)’s FirstEnergy FE Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-50	Closed	-$2.01K	–	426
2025 Q2	$2.01K	Hold	50	–	–	﹤0.01%	905
2025 Q1	$2.02K	Hold	50	–	–	﹤0.01%	944
2024 Q4	$1.99K	Hold	50	–	–	﹤0.01%	896
2024 Q3	$2.22K	Hold	50	–	–	﹤0.01%	978
2024 Q2	$1.91K	Hold	50	–	–	﹤0.01%	872
2024 Q1	$1.93K	Sell	50 -1,050	-95%	-$39.3K	﹤0.01%	882
2023 Q4	$37.6K	Hold	1,100	–	–	0.01%	270
2023 Q3	$42.8K	Hold	1,100	–	–	0.01%	272
2023 Q2	$42.8K	Hold	1,100	–	–	0.01%	272
2023 Q1	$44.1K	Hold	1,100	–	–	0.01%	241
2022 Q4	$46.1K	Hold	1,100	–	–	0.02%	232
2022 Q3	$42K	Hold	1,100	–	–	0.01%	232
2022 Q2	$50K	Hold	1,100	–	–	0.01%	243
2022 Q1	$50K	Buy	+1,100	New	+$46.5K	0.01%	243

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 $3.38T AUM 44.17% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Beacon Capital Management LLC (Tennessee)'s FE Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of FirstEnergy (FE) in Q3 2025, closing a stake of 50 shares — an estimated $2.01K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in FE in Q1 2022 and held it in 14 quarters. The position peaked at $50K in Q2 2022. 843 funds tracked by Wall St. Rank hold FE as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining FirstEnergy position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 50 FirstEnergy shares in Q3 2025, an estimated $2.01K.
Beacon Capital Management LLC (Tennessee) first reported a position in FirstEnergy in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s FirstEnergy position peaked at $50K in Q2 2022.
843 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.