Legacy Wealth Management (Mississippi)’s FirstEnergy FE Stock Holding History

Legacy Wealth Management (Mississippi)’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	-10,600	Closed	-$422K	–	99
2024 Q4	$422K	Hold	10,600	–	–	0.17%	73
2024 Q3	$470K	Hold	10,600	–	–	0.17%	75
2024 Q2	$406K	Hold	10,600	–	–	0.17%	60
2024 Q1	$409K	Sell	10,600 -5,800	-35%	-$217K	0.18%	63
2023 Q4	$601K	Hold	16,400	–	–	0.29%	55
2023 Q3	$561K	Hold	16,400	–	–	0.29%	57
2023 Q2	$638K	Hold	16,400	–	–	0.32%	54
2023 Q1	$657K	Hold	16,400	–	–	0.36%	52
2022 Q4	$688K	Sell	16,400 -800	-5%	-$31.3K	0.41%	49
2022 Q3	$636K	Sell	17,200 -9,100	-35%	-$360K	0.43%	50
2022 Q2	$1.01M	Hold	26,300	–	–	0.61%	52
2022 Q1	$1.21M	Hold	26,300	–	–	0.63%	50
2021 Q4	$1.09M	Hold	26,300	–	–	0.56%	48
2021 Q3	$937K	Hold	26,300	–	–	0.5%	57
2021 Q2	$979K	Hold	26,300	–	–	0.54%	52
2021 Q1	$912K	Hold	26,300	–	–	0.55%	52
2020 Q4	$805K	Hold	26,300	–	–	0.51%	53
2020 Q3	$755K	Buy	+26,300	New	+$825K	0.52%	53

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

Legacy Wealth Management (Mississippi)'s FE Position: Q1 2025 in Review

Legacy Wealth Management (Mississippi) sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 10,600 shares — an estimated $422K sold.

Legacy Wealth Management (Mississippi) first reported a position in FE in Q3 2020 and held it in 18 quarters. The position peaked at $1.21M in Q1 2022. 796 funds tracked by Wall St. Rank hold FE as of Q1 2025.

Legacy Wealth Management (Mississippi) reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 10,600 FirstEnergy shares in Q1 2025, an estimated $422K.
Legacy Wealth Management (Mississippi) first reported a position in FirstEnergy in Q3 2020 and held it in 18 quarters.
Legacy Wealth Management (Mississippi)'s FirstEnergy position peaked at $1.21M in Q1 2022.
796 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2025, filed 3 Apr 2025.