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Laird Norton Wetherby Wealth Management’s FirstEnergy FE Stock Holding History

Laird Norton Wetherby Wealth 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
Q3 		$216K Buy
+4,704
New +$201K 0.01% 866
2024
Q4 		$229K Sell
5,745
-367
-6% -$15.3K 0.01% 795
2024
Q3 		$271K Buy
6,112
+95
+2% +$4K 0.01% 765
2024
Q2 		$230K Sell
6,017
-556
-8% -$21.6K 0.01% 800
2024
Q1 		$254K Sell
6,573
-910
-12% -$34K 0.01% 794
2023
Q4 		$274K Buy
+7,483
New +$271K 0.01% 753
2023
Q3 		– Sell
-5,305
Closed -$206K – 930
2023
Q2 		$206K Buy
+5,305
New +$208K 0.01% 842
2020
Q3 		– Sell
-5,183
Closed -$201K – 734
2020
Q2 		$201K Buy
5,183
+46
+0.9% +$1.9K 0.02% 646
2020
Q1 		$206K Sell
5,137
-70
-1% -$3.25K 0.02% 567
2019
Q4 		$253K Buy
5,207
+14
+0.3% +$669 0.02% 589
2019
Q3 		$250K Buy
5,193
+77
+2% +$3.48K 0.03% 598
2019
Q2 		$219K Buy
+5,116
New +$215K 0.02% 626

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 $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Laird Norton Wetherby Wealth Management's FE Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management opened a new position in FirstEnergy (FE) in Q3 2025: 4,704 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: Laird Norton Wetherby Wealth Management previously reported a position in FE as recently as Q4 2024.

Laird Norton Wetherby Wealth Management first reported a position in FE in Q2 2019 and has held it in 12 quarters since. The position peaked at $274K in Q4 2023. 843 funds tracked by Wall St. Rank hold FE as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 4,704 shares of FirstEnergy worth $216K as of Q3 2025.
  • FirstEnergy was a new Laird Norton Wetherby Wealth Management position in Q3 2025.
  • FirstEnergy made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #866 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in FirstEnergy in Q2 2019 and has held it in 12 quarters since.
  • Laird Norton Wetherby Wealth Management's FirstEnergy position peaked at $274K in Q4 2023.
  • 843 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.