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Centricity Wealth Management’s FirstEnergy FE Stock Holding History

Centricity 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 		$7.37K Hold
183
– – 0.01% 347
2025
Q1 		$7.4K Hold
183
– – 0.01% 346
2024
Q4 		$7.28K Buy
+183
New +$7.65K 0.01% 357

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Centricity Wealth Management's FE Position: Q2 2025 in Review

Centricity Wealth Management held its FirstEnergy (FE) position steady in Q2 2025 at 183 shares worth $7.37K. The position accounts for 0.01% of the portfolio, ranked #347.

Centricity Wealth Management first reported a position in FE in Q4 2024 and has held it in 3 quarters since. The position peaked at $7.4K in Q1 2025. 824 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Centricity Wealth Management held 183 shares of FirstEnergy worth $7.37K as of Q2 2025.
  • Centricity Wealth Management left its FirstEnergy share count unchanged in Q2 2025.
  • FirstEnergy made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #347 holding.
  • Centricity Wealth Management first reported a position in FirstEnergy in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's FirstEnergy position peaked at $7.4K in Q1 2025.
  • 824 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.