DWM
FE icon

Diversify Wealth Management’s FirstEnergy FE Stock Holding History

Diversify 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
Q4 		– Sell
-5,503
Closed -$253K – 628
2025
Q3 		$253K Sell
5,503
-2,145
-28% -$91.6K 0.01% 483
2025
Q2 		$334K Sell
7,648
-464
-6% -$19.1K 0.02% 436
2025
Q1 		$349K Sell
8,112
-7,081
-47% -$282K 0.03% 417
2024
Q4 		$588K Sell
15,193
-4,018
-21% -$168K 0.05% 320
2024
Q3 		$850K Sell
19,211
-3,212
-14% -$135K 0.08% 217
2024
Q2 		$939K Buy
+22,423
New +$870K 0.12% 167

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

Diversify Wealth Management's FE Position: Q4 2025 in Review

Diversify Wealth Management sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 5,503 shares — an estimated $253K sold.

Diversify Wealth Management first reported a position in FE in Q2 2024 and held it in 6 quarters. The position peaked at $939K in Q2 2024. 894 funds tracked by Wall St. Rank hold FE as of Q4 2025.

  • Diversify Wealth Management reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 5,503 FirstEnergy shares in Q4 2025, an estimated $253K.
  • Diversify Wealth Management first reported a position in FirstEnergy in Q2 2024 and held it in 6 quarters.
  • Diversify Wealth Management's FirstEnergy position peaked at $939K in Q2 2024.
  • 894 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on Diversify Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.