Klein Pavlis & Peasley Financial’s FirstEnergy FE Stock Holding History

Klein Pavlis & Peasley Financial’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	-31,400	Closed	-$1.27M	–	79
2025 Q1	$1.27M	Buy	31,400 +1,100	+4%	+$43.8K	0.91%	36
2024 Q4	$1.21M	Sell	30,300 -800	-3%	-$33.4K	0.97%	35
2024 Q3	$1.38M	Sell	31,100 -600	-2%	-$25.3K	1.1%	31
2024 Q2	$1.21M	Buy	31,700 +2,600	+9%	+$101K	1.08%	37
2024 Q1	$1.12M	Sell	29,100 -3,100	-10%	-$116K	1.02%	38
2023 Q4	$1.18M	Buy	+32,200	New	+$1.17M	1.1%	37

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

Klein Pavlis & Peasley Financial's FE Position: Q2 2025 in Review

Klein Pavlis & Peasley Financial sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 31,400 shares — an estimated $1.27M sold.

Klein Pavlis & Peasley Financial first reported a position in FE in Q4 2023 and held it in 6 quarters. The position peaked at $1.38M in Q3 2024. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

Klein Pavlis & Peasley Financial reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
Klein Pavlis & Peasley Financial sold 31,400 FirstEnergy shares in Q2 2025, an estimated $1.27M.
Klein Pavlis & Peasley Financial first reported a position in FirstEnergy in Q4 2023 and held it in 6 quarters.
Klein Pavlis & Peasley Financial's FirstEnergy position peaked at $1.38M in Q3 2024.
825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2025, filed 17 Jul 2025.