Lee, Danner & Bass’s FirstEnergy FE Stock Holding History

Lee, Danner & Bass’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	-656	Closed	-$26.1K	–	377
2024 Q4	$26.1K	Buy	+656	New	+$27.4K	﹤0.01%	430

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

Lee, Danner & Bass's FE Position: Q1 2025 in Review

Lee, Danner & Bass sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 656 shares — an estimated $26.1K sold.

Lee, Danner & Bass first reported a position in FE in Q4 2024 and held it in 1 quarter. The position peaked at $26.1K in Q4 2024. 796 funds tracked by Wall St. Rank hold FE as of Q1 2025.

Lee, Danner & Bass reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 656 FirstEnergy shares in Q1 2025, an estimated $26.1K.
Lee, Danner & Bass first reported a position in FirstEnergy in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's FirstEnergy position peaked at $26.1K in Q4 2024.
796 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.