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Dakota Wealth Management’s FirstEnergy FE Stock Holding History

Dakota 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
Q3 		– Sell
-7,786
Closed -$313K – 705
2025
Q2 		$313K Buy
7,786
+153
+2% +$6.31K 0.01% 605
2025
Q1 		$309K Buy
7,633
+249
+3% +$9.92K 0.01% 609
2024
Q4 		$294K Buy
7,384
+1,646
+29% +$68.8K 0.01% 611
2024
Q3 		$254K Sell
5,738
-6
-0.1% -$253 0.01% 634
2024
Q2 		$220K Sell
5,744
-74
-1% -$2.87K 0.01% 642
2024
Q1 		$225K Buy
+5,818
New +$218K 0.01% 643

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 $3.38T AUM 44.17% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Dakota Wealth Management's FE Position: Q3 2025 in Review

Dakota Wealth Management sold out of FirstEnergy (FE) in Q3 2025, closing a stake of 7,786 shares — an estimated $313K sold.

Dakota Wealth Management first reported a position in FE in Q1 2024 and held it in 6 quarters. The position peaked at $313K in Q2 2025. 843 funds tracked by Wall St. Rank hold FE as of Q3 2025.

  • Dakota Wealth Management reported no remaining FirstEnergy position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 7,786 FirstEnergy shares in Q3 2025, an estimated $313K.
  • Dakota Wealth Management first reported a position in FirstEnergy in Q1 2024 and held it in 6 quarters.
  • Dakota Wealth Management's FirstEnergy position peaked at $313K in Q2 2025.
  • 843 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.