CWP
FE icon

Concord Wealth Partners’s FirstEnergy FE Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-20
Closed -$916 – 863
2025
Q3 		$916 Hold
20
– – ﹤0.01% 744
2025
Q2 		$805 Hold
20
– – ﹤0.01% 767
2025
Q1 		$808 Hold
20
– – ﹤0.01% 741
2024
Q4 		$796 Sell
20
-100
-83% -$4.18K ﹤0.01% 825
2024
Q3 		$5.32K Buy
120
+100
+500% +$4.21K ﹤0.01% 626
2024
Q2 		$765 Hold
20
– – ﹤0.01% 741
2024
Q1 		$772 Sell
20
-551
-96% -$20.6K ﹤0.01% 801
2023
Q4 		$20.9K Sell
571
-325
-36% -$11.8K ﹤0.01% 471
2023
Q3 		$30.6K Sell
896
-34
-4% -$1.26K 0.01% 444
2023
Q2 		$36.1K Hold
930
– – 0.01% 410
2023
Q1 		$37.2K Hold
930
– – 0.01% 389
2022
Q4 		$39K Buy
+930
New +$36.4K 0.01% 411
2022
Q3 		– Sell
-1,492
Closed -$57K – 488
2022
Q2 		$57K Sell
1,492
-1,186
-44% -$50.6K 0.02% 350
2022
Q1 		$123K Sell
2,678
-275
-9% -$11.6K 0.03% 263
2021
Q4 		$123K Buy
2,953
+949
+47% +$36.6K 0.03% 282
2021
Q3 		$71K Sell
2,004
-116
-5% -$4.4K 0.03% 170
2021
Q2 		$79K Sell
2,120
-274
-11% -$10.2K 0.02% 271
2021
Q1 		$83K Buy
2,394
+299
+14% +$9.77K 0.03% 246
2020
Q4 		$64K Buy
+2,095
New +$62.8K 0.05% 177

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's FE Position: Q4 2025 in Review

Concord Wealth Partners sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 20 shares — an estimated $916 sold.

Concord Wealth Partners first reported a position in FE in Q4 2020 and held it in 19 quarters. The position peaked at $123K in Q1 2022. 894 funds tracked by Wall St. Rank hold FE as of Q4 2025.

  • Concord Wealth Partners reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 20 FirstEnergy shares in Q4 2025, an estimated $916.
  • Concord Wealth Partners first reported a position in FirstEnergy in Q4 2020 and held it in 19 quarters.
  • Concord Wealth Partners's FirstEnergy position peaked at $123K in Q1 2022.
  • 894 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.