BOK Financial Private Wealth’s FirstEnergy FE Stock Holding History

BOK Financial Private Wealth’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	-716	Closed	-$28.9K	–	445
2025 Q1	$28.9K	Buy	716 +660	+1,179%	+$26.3K	﹤0.01%	311
2024 Q4	$2.23K	Sell	56 -58	-51%	-$2.42K	﹤0.01%	439
2024 Q3	$5.06K	Sell	114 -956	-89%	-$40.2K	﹤0.01%	435
2024 Q2	$40.9K	Buy	1,070 +956	+839%	+$37.1K	﹤0.01%	280
2024 Q1	$4.4K	Sell	114 -954	-89%	-$35.7K	﹤0.01%	406
2023 Q4	$39.2K	Buy	1,068 +114	+12%	+$4.13K	﹤0.01%	269
2023 Q3	$32.6K	Hold	954	–	–	﹤0.01%	269
2023 Q2	$37.1K	Buy	954 +133	+16%	+$5.22K	﹤0.01%	247
2023 Q1	$32.9K	Hold	821	–	–	﹤0.01%	277
2022 Q4	$34.4K	Hold	821	–	–	﹤0.01%	259
2022 Q3	$30K	Hold	821	–	–	﹤0.01%	276
2022 Q2	$32K	Buy	+821	New	+$35K	﹤0.01%	280

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

BOK Financial Private Wealth's FE Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 716 shares — an estimated $28.9K sold.

BOK Financial Private Wealth first reported a position in FE in Q2 2022 and held it in 12 quarters. The position peaked at $40.9K in Q2 2024. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

BOK Financial Private Wealth reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 716 FirstEnergy shares in Q2 2025, an estimated $28.9K.
BOK Financial Private Wealth first reported a position in FirstEnergy in Q2 2022 and held it in 12 quarters.
BOK Financial Private Wealth's FirstEnergy position peaked at $40.9K in Q2 2024.
825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.