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HHM Wealth Advisors’s FirstEnergy FE Stock Holding History

HHM Wealth 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
-31
Closed -$1.23K – 967
2024
Q4 		$1.23K Buy
+31
New +$1.3K ﹤0.01% 815
2020
Q3 		– Sell
-656
Closed -$25K – 516
2020
Q2 		$25K Hold
656
– – 0.01% 291
2020
Q1 		$26K Buy
+656
New +$30.5K 0.01% 272

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHM Wealth Advisors's FE Position: Q1 2025 in Review

HHM Wealth Advisors sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 31 shares — an estimated $1.23K sold.

HHM Wealth Advisors first reported a position in FE in Q1 2020 and held it in 3 quarters. The position peaked at $26K in Q1 2020. 797 funds tracked by Wall St. Rank hold FE as of Q1 2025.

  • HHM Wealth Advisors reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 31 FirstEnergy shares in Q1 2025, an estimated $1.23K.
  • HHM Wealth Advisors first reported a position in FirstEnergy in Q1 2020 and held it in 3 quarters.
  • HHM Wealth Advisors's FirstEnergy position peaked at $26K in Q1 2020.
  • 797 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.