Capital Analysts LLC’s FirstEnergy FE Stock Holding History

Capital Analysts LLC’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	-70	Closed	-$3K	–	1397
2025 Q1	$3K	Buy	+70	New	+$2.79K	﹤0.01%	1282
2017 Q4	–	Sell	-371	Closed	-$11K	–	456
2017 Q3	$11K	Buy	+371	New	+$11.7K	﹤0.01%	378
2016 Q4	–	Sell	-56	Closed	-$1.85K	–	359
2016 Q3	$1.85K	Buy	+56	New	+$1.9K	﹤0.01%	360
2016 Q2	–	Sell	-56	Closed	-$2.01K	–	348
2016 Q1	$2.01K	Hold	56	–	–	﹤0.01%	376
2015 Q4	$1.78K	Hold	56	–	–	﹤0.01%	378
2015 Q3	$1.75K	Hold	56	–	–	﹤0.01%	353
2015 Q2	$1.82K	Hold	56	–	–	﹤0.01%	370
2015 Q1	$1.96K	Hold	56	–	–	﹤0.01%	372
2014 Q4	$2.18K	Hold	56	–	–	﹤0.01%	383
2014 Q3	$1.88K	Hold	56	–	–	﹤0.01%	380
2014 Q2	$1.94K	Hold	56	–	–	﹤0.01%	377
2014 Q1	$1.91K	Sell	56 -585	-91%	-$18.5K	﹤0.01%	349
2013 Q4	$21.1K	Hold	641	–	–	0.01%	269
2013 Q3	$23.4K	Hold	641	–	–	0.01%	242
2013 Q2	$23.9K	Buy	+641	New	+$27K	0.01%	242

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Capital Analysts LLC's FE Position: Q2 2025 in Review

Capital Analysts LLC sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 70 shares — an estimated $3K sold.

Capital Analysts LLC first reported a position in FE in Q2 2013 and held it in 15 quarters. The position peaked at $23.9K in Q2 2013. 824 funds tracked by Wall St. Rank hold FE as of Q2 2025.

Capital Analysts LLC reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
Capital Analysts LLC sold 70 FirstEnergy shares in Q2 2025, an estimated $3K.
Capital Analysts LLC first reported a position in FirstEnergy in Q2 2013 and held it in 15 quarters.
Capital Analysts LLC's FirstEnergy position peaked at $23.9K in Q2 2013.
824 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Capital Analysts LLC's 13F filing for Q2 2025, filed 13 Aug 2025.