CWM
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Congress Wealth Management’s FirstEnergy FE Stock Holding History

Congress 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 		$397K Buy
+9,855
New +$407K ﹤0.01% 992

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

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

Congress Wealth Management opened a new position in FirstEnergy (FE) in Q2 2025: 9,855 shares worth $397K. The stake represents ﹤0.01% of the portfolio and ranks #992 among its holdings.

824 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Congress Wealth Management held 9,855 shares of FirstEnergy worth $397K as of Q2 2025.
  • FirstEnergy was a new Congress Wealth Management position in Q2 2025.
  • FirstEnergy made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #992 holding.
  • 824 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.