CAWM
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Capital A Wealth Management’s FirstEnergy FE Stock Holding History

Capital A 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
Q2 		$22.7K Buy
618
+606
+5,050% +$25K 0.25% 133
2025
Q1 		$485 Buy
12
+3
+33% +$119 ﹤0.01% 634
2024
Q4 		$358 Buy
+9
New +$376 ﹤0.01% 688

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Capital A Wealth Management's FE Position: Q2 2025 in Review

Capital A Wealth Management increased its FirstEnergy (FE) stake by 5,050% in Q2 2025, buying an estimated $25K and bringing the position to 618 shares worth $22.7K. The position accounts for 0.25% of the portfolio, ranked #133.

Capital A Wealth Management first reported a position in FE in Q4 2024 and has held it in 3 quarters since. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Capital A Wealth Management held 618 shares of FirstEnergy worth $22.7K as of Q2 2025.
  • Capital A Wealth Management bought 606 FirstEnergy shares in Q2 2025, an estimated $25K.
  • FirstEnergy made up 0.25% of Capital A Wealth Management's portfolio in Q2 2025, its #133 holding.
  • Capital A Wealth Management first reported a position in FirstEnergy in Q4 2024 and has held it in 3 quarters since.
  • 825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.