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Mowery & Schoenfeld Wealth Management’s FirstEnergy FE Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-87
Closed -$3.46K – 497
2024
Q4 		$3.46K Buy
+87
New +$3.64K 0.01% 342

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

Mowery & Schoenfeld Wealth Management's FE Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 87 shares — an estimated $3.46K sold.

Mowery & Schoenfeld Wealth Management first reported a position in FE in Q4 2024 and held it in 1 quarter. The position peaked at $3.46K in Q4 2024. 796 funds tracked by Wall St. Rank hold FE as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 87 FirstEnergy shares in Q1 2025, an estimated $3.46K.
  • Mowery & Schoenfeld Wealth Management first reported a position in FirstEnergy in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's FirstEnergy position peaked at $3.46K in Q4 2024.
  • 796 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.