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Kestra Investment Management’s FirstEnergy FE Stock Holding History

Kestra Investment Management’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
-107
Closed -$4.33K – 823
2025
Q1 		$4.33K Sell
107
-544
-84% -$21.7K ﹤0.01% 690
2024
Q4 		$25.9K Buy
+651
New +$27.2K ﹤0.01% 663

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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Kestra Investment Management's FE Position: Q2 2025 in Review

Kestra Investment Management sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 107 shares — an estimated $4.33K sold.

Kestra Investment Management first reported a position in FE in Q4 2024 and held it in 2 quarters. The position peaked at $25.9K in Q4 2024. 824 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Kestra Investment Management reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 107 FirstEnergy shares in Q2 2025, an estimated $4.33K.
  • Kestra Investment Management first reported a position in FirstEnergy in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's FirstEnergy position peaked at $25.9K in Q4 2024.
  • 824 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.