Laurel Wealth Advisors (North Carolina)’s FirstEnergy FE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-695	Closed	-$27.6K	–	709
2024 Q4	$27.6K	Hold	695	–	–	﹤0.01%	374
2024 Q3	$30.8K	Buy	+695	New	+$29.2K	﹤0.01%	361
2019 Q4	–	Sell	-100	Closed	-$5K	–	531
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	425
2019 Q2	$4K	Buy	+100	New	+$4.2K	﹤0.01%	446

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Laurel Wealth Advisors (North Carolina)'s FE Position: Q1 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 695 shares — an estimated $27.6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FE in Q2 2019 and held it in 4 quarters. The position peaked at $30.8K in Q3 2024. 796 funds tracked by Wall St. Rank hold FE as of Q1 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 695 FirstEnergy shares in Q1 2025, an estimated $27.6K.
Laurel Wealth Advisors (North Carolina) first reported a position in FirstEnergy in Q2 2019 and held it in 4 quarters.
Laurel Wealth Advisors (North Carolina)'s FirstEnergy position peaked at $30.8K in Q3 2024.
796 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 Apr 2025.