Heck Capital Advisors’s FirstEnergy FE Stock Holding History

Heck Capital 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 Q1	–	Sell	-15	Closed	-$597	–	437
2024 Q4	$597	Buy	+15	New	+$627	﹤0.01%	744

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 $3.37T AUM 44.26% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Heck Capital Advisors's FE Position: Q1 2025 in Review

Heck Capital Advisors sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 15 shares — an estimated $597 sold.

Heck Capital Advisors first reported a position in FE in Q4 2024 and held it in 1 quarter. The position peaked at $597 in Q4 2024. 796 funds tracked by Wall St. Rank hold FE as of Q1 2025.

Heck Capital Advisors reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 15 FirstEnergy shares in Q1 2025, an estimated $597.
Heck Capital Advisors first reported a position in FirstEnergy in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's FirstEnergy position peaked at $597 in Q4 2024.
796 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.