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Marshall & Sterling Wealth Advisors’s FirstEnergy FE Stock Holding History

Marshall & Sterling Wealth Advisors’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 		– Sell
-157
Closed -$6.32K – 660
2025
Q2 		$6.32K Buy
+157
New +$6.48K ﹤0.01% 443

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 $3.38T AUM 44.17% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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

Marshall & Sterling Wealth Advisors's FE Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of FirstEnergy (FE) in Q3 2025, closing a stake of 157 shares — an estimated $6.32K sold.

Marshall & Sterling Wealth Advisors first reported a position in FE in Q2 2025 and held it in 1 quarter. The position peaked at $6.32K in Q2 2025. 843 funds tracked by Wall St. Rank hold FE as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining FirstEnergy position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 157 FirstEnergy shares in Q3 2025, an estimated $6.32K.
  • Marshall & Sterling Wealth Advisors first reported a position in FirstEnergy in Q2 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's FirstEnergy position peaked at $6.32K in Q2 2025.
  • 843 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.