GJIA
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Glass Jacobson Investment Advisors’s FirstEnergy FE Stock Holding History

Glass Jacobson Investment Advisors’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
-1,366
Closed -$54.3K – 653
2025
Q1 		$54.3K Hold
1,366
– – 0.02% 364
2024
Q4 		$54.3K Hold
1,366
– – 0.02% 364
2024
Q3 		$60.6K Hold
1,366
– – 0.02% 335
2024
Q2 		$52.3K Hold
1,366
– – 0.02% 337
2024
Q1 		$52.8K Hold
1,366
– – 0.02% 342
2023
Q4 		$50.1K Hold
1,366
– – 0.02% 328
2023
Q3 		$46.7K Hold
1,366
– – 0.02% 332
2023
Q2 		$53.1K Buy
+1,366
New +$53.6K 0.02% 325
2022
Q4 		$57.3K Buy
+1,366
New +$53.4K 0.03% 327

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

Glass Jacobson Investment Advisors's FE Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 1,366 shares — an estimated $54.3K sold.

Glass Jacobson Investment Advisors first reported a position in FE in Q4 2022 and held it in 9 quarters. The position peaked at $60.6K in Q3 2024. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,366 FirstEnergy shares in Q2 2025, an estimated $54.3K.
  • Glass Jacobson Investment Advisors first reported a position in FirstEnergy in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's FirstEnergy position peaked at $60.6K in Q3 2024.
  • 825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.