CWM
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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

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BlackRock
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State Street
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Blackstone Inc
Blackstone Inc New York $24.2B 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 $653B AUM 32.41% 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