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Colonial Trust Advisors’s FirstEnergy FE Stock Holding History

Colonial Trust Advisors’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
Q1 		– Sell
-15,377
Closed -$612K – 693
2024
Q4 		$612K Buy
15,377
+2,022
+15% +$84.5K 0.05% 129
2024
Q3 		$592K Buy
13,355
+4,050
+44% +$170K 0.05% 136
2024
Q2 		$356K Buy
9,305
+9,297
+116,213% +$361K 0.03% 146
2024
Q1 		$309 Sell
8
-52
-87% -$1.95K ﹤0.01% 941
2023
Q4 		$2.2K Sell
60
-8
-12% -$290 ﹤0.01% 700
2023
Q3 		$2.32K Sell
68
-100
-60% -$3.72K ﹤0.01% 705
2023
Q2 		$6.53K Hold
168
– – ﹤0.01% 587
2023
Q1 		$6.73K Hold
168
– – ﹤0.01% 576
2022
Q4 		$7.05K Buy
+168
New +$6.57K ﹤0.01% 565

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 $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 $25.6B AUM 26.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Colonial Trust Advisors's FE Position: Q1 2025 in Review

Colonial Trust Advisors sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 15,377 shares — an estimated $612K sold.

Colonial Trust Advisors first reported a position in FE in Q4 2022 and held it in 9 quarters. The position peaked at $612K in Q4 2024. 797 funds tracked by Wall St. Rank hold FE as of Q1 2025.

  • Colonial Trust Advisors reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 15,377 FirstEnergy shares in Q1 2025, an estimated $612K.
  • Colonial Trust Advisors first reported a position in FirstEnergy in Q4 2022 and held it in 9 quarters.
  • Colonial Trust Advisors's FirstEnergy position peaked at $612K in Q4 2024.
  • 797 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Colonial Trust Advisors's 13F filing for Q1 2025, filed 14 May 2025.