Beaird Harris Wealth Management’s FirstEnergy FE Stock Holding History

Beaird Harris 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 Q4	–	Sell	-16	Closed	-$734	–	730
2025 Q3	$734	Buy	+16	New	+$683	﹤0.01%	590
2024 Q3	–	Sell	-87	Closed	-$3.33K	–	587
2024 Q2	$3.33K	Hold	87	–	–	﹤0.01%	486
2024 Q1	$3.36K	Hold	87	–	–	﹤0.01%	426
2023 Q4	$3.19K	Hold	87	–	–	﹤0.01%	422
2023 Q3	$2.97K	Hold	87	–	–	﹤0.01%	339
2023 Q2	$3.38K	Hold	87	–	–	﹤0.01%	343
2023 Q1	$3.49K	Sell	87 -15	-15%	-$606	﹤0.01%	340
2022 Q4	$4.28K	Buy	102 +15	+17%	+$586	﹤0.01%	446
2022 Q3	$3K	Buy	+87	New	+$3.44K	﹤0.01%	372
2022 Q2	–	Sell	-87	Closed	-$4K	–	476
2022 Q1	$4K	Hold	87	–	–	﹤0.01%	449
2021 Q4	$4K	Buy	+87	New	+$3.35K	﹤0.01%	490

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Beaird Harris Wealth Management's FE Position: Q4 2025 in Review

Beaird Harris Wealth Management sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 16 shares — an estimated $734 sold.

Beaird Harris Wealth Management first reported a position in FE in Q4 2021 and held it in 11 quarters. The position peaked at $4.28K in Q4 2022. 892 funds tracked by Wall St. Rank hold FE as of Q4 2025.

Beaird Harris Wealth Management reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
Beaird Harris Wealth Management sold 16 FirstEnergy shares in Q4 2025, an estimated $734.
Beaird Harris Wealth Management first reported a position in FirstEnergy in Q4 2021 and held it in 11 quarters.
Beaird Harris Wealth Management's FirstEnergy position peaked at $4.28K in Q4 2022.
892 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2025, filed 23 Feb 2026.