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Flaharty Asset Management’s FirstEnergy FE Stock Holding History

Flaharty Asset 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 		– Sell
-200
Closed -$8.08K – 240
2025
Q1 		$8.08K Buy
+200
New +$7.96K ﹤0.01% 345
2024
Q4 		– Sell
-200
Closed -$8.87K – 222
2024
Q3 		$8.87K Buy
+200
New +$8.42K ﹤0.01% 330
2023
Q4 		– Sell
-200
Closed -$6.84K – 221
2023
Q3 		$6.84K Buy
+200
New +$7.44K ﹤0.01% 343

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Flaharty Asset Management's FE Position: Q2 2025 in Review

Flaharty Asset Management sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 200 shares — an estimated $8.08K sold.

Flaharty Asset Management first reported a position in FE in Q3 2023 and held it in 3 quarters. The position peaked at $8.87K in Q3 2024. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Flaharty Asset Management reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 200 FirstEnergy shares in Q2 2025, an estimated $8.08K.
  • Flaharty Asset Management first reported a position in FirstEnergy in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's FirstEnergy position peaked at $8.87K in Q3 2024.
  • 825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.