DAS
FE icon

Diversify Advisory Services’s FirstEnergy FE Stock Holding History

Diversify Advisory Services’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
-5,785
Closed -$224K – 650
2024
Q4 		$224K Sell
5,785
-1,585
-22% -$66.3K 0.01% 566
2024
Q3 		$323K Sell
7,370
-3,301
-31% -$139K 0.02% 480
2024
Q2 		$412K Sell
10,671
-13,533
-56% -$525K 0.02% 415
2024
Q1 		$929K Buy
+24,204
New +$905K 0.05% 267

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 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

Diversify Advisory Services's FE Position: Q1 2025 in Review

Diversify Advisory Services sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 5,785 shares — an estimated $224K sold.

Diversify Advisory Services first reported a position in FE in Q1 2024 and held it in 4 quarters. The position peaked at $929K in Q1 2024. 796 funds tracked by Wall St. Rank hold FE as of Q1 2025.

  • Diversify Advisory Services reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 5,785 FirstEnergy shares in Q1 2025, an estimated $224K.
  • Diversify Advisory Services first reported a position in FirstEnergy in Q1 2024 and held it in 4 quarters.
  • Diversify Advisory Services's FirstEnergy position peaked at $929K in Q1 2024.
  • 796 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.