Good Life Advisors’s FirstEnergy FE Stock Holding History

Good Life 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	$251K	Buy	6,232 +429	+7%	+$17.7K	0.02%	433
2025 Q1	$235K	Buy	5,803 +56	+1%	+$2.23K	0.02%	443
2024 Q4	$229K	Sell	5,747 -5,491	-49%	-$230K	0.02%	427
2024 Q3	$498K	Buy	11,238 +5,942	+112%	+$250K	0.03%	345
2024 Q2	$203K	Buy	+5,296	New	+$205K	0.02%	435
2023 Q1	–	Sell	-5,274	Closed	-$221K	–	398
2022 Q4	$221K	Buy	+5,274	New	+$206K	0.03%	310
2022 Q3	–	Sell	-5,350	Closed	-$205K	–	350
2022 Q2	$205K	Sell	5,350 -866	-14%	-$37K	0.03%	321
2022 Q1	$285K	Buy	6,216 +379	+6%	+$16K	0.04%	294
2021 Q4	$243K	Buy	5,837 +32	+0.6%	+$1.23K	0.03%	328
2021 Q3	$207K	Buy	5,805 +31	+0.5%	+$1.18K	0.03%	344
2021 Q2	$215K	Buy	+5,774	New	+$215K	0.04%	285
2020 Q1	–	Sell	-4,477	Closed	-$219K	–	236
2019 Q4	$219K	Buy	4,477 +88	+2%	+$4.21K	0.06%	234
2019 Q3	$212K	Buy	+4,389	New	+$199K	0.07%	228

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Good Life Advisors's FE Position: Q2 2025 in Review

Good Life Advisors increased its FirstEnergy (FE) stake by 7.4% in Q2 2025, buying an estimated $17.7K and bringing the position to 6,232 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #433.

Good Life Advisors first reported a position in FE in Q3 2019 and has held it in 13 quarters since. The position peaked at $498K in Q3 2024. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

Good Life Advisors held 6,232 shares of FirstEnergy worth $251K as of Q2 2025.
Good Life Advisors bought 429 FirstEnergy shares in Q2 2025, an estimated $17.7K.
FirstEnergy made up 0.02% of Good Life Advisors's portfolio in Q2 2025, its #433 holding.
Good Life Advisors first reported a position in FirstEnergy in Q3 2019 and has held it in 13 quarters since.
Good Life Advisors's FirstEnergy position peaked at $498K in Q3 2024.
825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.