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Marcum Wealth’s FirstEnergy FE Stock Holding History

Marcum Wealth’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
-8,347
Closed -$332K – 412
2024
Q4 		$332K Buy
8,347
+350
+4% +$14.6K 0.03% 265
2024
Q3 		$355K Sell
7,997
-35
-0.4% -$1.47K 0.03% 246
2024
Q2 		$307K Buy
8,032
+59
+0.7% +$2.29K 0.03% 267
2024
Q1 		$308K Buy
7,973
+295
+4% +$11K 0.03% 262
2023
Q4 		$281K Sell
7,678
-145
-2% -$5.25K 0.03% 265
2023
Q3 		$267K Sell
7,823
-245
-3% -$9.12K 0.03% 262
2023
Q2 		$314K Buy
8,068
+359
+5% +$14.1K 0.04% 237
2023
Q1 		$309K Sell
7,709
-623
-7% -$25.2K 0.04% 239
2022
Q4 		$349K Sell
8,332
-276
-3% -$10.8K 0.05% 218
2022
Q3 		$319K Buy
8,608
+699
+9% +$27.6K 0.05% 228
2022
Q2 		$304K Sell
7,909
-4,767
-38% -$204K 0.05% 230
2022
Q1 		$581K Buy
12,676
+1,254
+11% +$53K 0.08% 143
2021
Q4 		$475K Buy
11,422
+193
+2% +$7.44K 0.07% 177
2021
Q3 		$400K Buy
11,229
+194
+2% +$7.36K 0.06% 192
2021
Q2 		$411K Buy
11,035
+1,017
+10% +$37.8K 0.07% 174
2021
Q1 		$348K Sell
10,018
-771
-7% -$25.2K 0.06% 199
2020
Q4 		$330K Sell
10,789
-1,422
-12% -$42.6K 0.08% 96
2020
Q3 		$351K Buy
12,211
+6,758
+124% +$212K 0.11% 70
2020
Q2 		$211K Buy
+5,453
New +$225K 0.06% 108

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcum Wealth's FE Position: Q1 2025 in Review

Marcum Wealth sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 8,347 shares — an estimated $332K sold.

Marcum Wealth first reported a position in FE in Q2 2020 and held it in 19 quarters. The position peaked at $581K in Q1 2022. 797 funds tracked by Wall St. Rank hold FE as of Q1 2025.

  • Marcum Wealth reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
  • Marcum Wealth sold 8,347 FirstEnergy shares in Q1 2025, an estimated $332K.
  • Marcum Wealth first reported a position in FirstEnergy in Q2 2020 and held it in 19 quarters.
  • Marcum Wealth's FirstEnergy position peaked at $581K in Q1 2022.
  • 797 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.