Evergreen Private Wealth’s FirstEnergy FE Stock Holding History

Evergreen Private Wealth’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	-65	Closed	-$2.62K	–	262
2025 Q2	$2.62K	Buy	+65	New	+$2.68K	﹤0.01%	228

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Private Wealth's FE Position: Q3 2025 in Review

Evergreen Private Wealth sold out of FirstEnergy (FE) in Q3 2025, closing a stake of 65 shares — an estimated $2.62K sold.

Evergreen Private Wealth first reported a position in FE in Q2 2025 and held it in 1 quarter. The position peaked at $2.62K in Q2 2025. 843 funds tracked by Wall St. Rank hold FE as of Q3 2025.

Evergreen Private Wealth reported no remaining FirstEnergy position as of Q3 2025 after selling out during the quarter.
Evergreen Private Wealth sold 65 FirstEnergy shares in Q3 2025, an estimated $2.62K.
Evergreen Private Wealth first reported a position in FirstEnergy in Q2 2025 and held it in 1 quarter.
Evergreen Private Wealth's FirstEnergy position peaked at $2.62K in Q2 2025.
843 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.