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Global Financial Private Client’s FirstEnergy FE Stock Holding History

Global Financial Private Client’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
-84
Closed -$3.4K – 689
2025
Q1 		$3.4K Buy
84
+29
+53% +$1.16K ﹤0.01% 748
2024
Q4 		$2.19K Buy
55
+12
+28% +$502 ﹤0.01% 717
2024
Q3 		$1.91K Buy
+43
New +$1.81K ﹤0.01% 724

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

Global Financial Private Client's FE Position: Q2 2025 in Review

Global Financial Private Client sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 84 shares — an estimated $3.4K sold.

Global Financial Private Client first reported a position in FE in Q3 2024 and held it in 3 quarters. The position peaked at $3.4K in Q1 2025. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Global Financial Private Client reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 84 FirstEnergy shares in Q2 2025, an estimated $3.4K.
  • Global Financial Private Client first reported a position in FirstEnergy in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's FirstEnergy position peaked at $3.4K in Q1 2025.
  • 825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.