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NewSquare Capital’s FirstEnergy FE Stock Holding History

NewSquare Capital’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
-705
Closed -$28.4K – 544
2025
Q2 		$28.4K Sell
705
-10
-1% -$413 ﹤0.01% 403
2025
Q1 		$28.9K Buy
715
+700
+4,667% +$27.9K ﹤0.01% 300
2024
Q4 		$597 Buy
+15
New +$627 ﹤0.01% 694
2020
Q2 		– Sell
-300
Closed -$12K – 396
2020
Q1 		$12K Buy
+300
New +$13.9K ﹤0.01% 229
2019
Q3 		– Sell
-300
Closed -$13K – 302
2019
Q2 		$13K Hold
300
– – ﹤0.01% 240
2019
Q1 		$12K Sell
300
-39,899
-99% -$1.59M ﹤0.01% 226
2018
Q4 		$1.51M Sell
40,199
-42
-0.1% -$1.59K 0.32% 57
2018
Q3 		$1.5M Buy
40,241
+2,968
+8% +$108K 0.28% 68
2018
Q2 		$1.32M Buy
37,273
+4,516
+14% +$155K 0.27% 71
2018
Q1 		$1.11M Buy
32,757
+2,194
+7% +$70.5K 0.24% 72
2017
Q4 		$936K Buy
30,563
+2,645
+9% +$85.9K 0.21% 79
2017
Q3 		$861K Buy
27,918
+1,402
+5% +$44.1K 0.21% 78
2017
Q2 		$773K Buy
26,516
+2,361
+10% +$70.1K 0.19% 77
2017
Q1 		$769K Buy
24,155
+4,059
+20% +$125K 0.18% 80
2016
Q4 		$622K Buy
20,096
+1,249
+7% +$40K 0.16% 97
2016
Q3 		$623K Buy
18,847
+1,086
+6% +$36.9K 0.14% 100
2016
Q2 		$620K Buy
+17,761
New +$602K 0.15% 93
2014
Q1 		– Sell
-10,086
Closed -$333K – 248
2013
Q4 		$333K Buy
10,086
+1,127
+13% +$39.7K 0.16% 74
2013
Q3 		$327K Buy
8,959
+1,502
+20% +$56.4K 0.16% 74
2013
Q2 		$278K Buy
+7,457
New +$314K 0.14% 79

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 $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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

NewSquare Capital's FE Position: Q3 2025 in Review

NewSquare Capital sold out of FirstEnergy (FE) in Q3 2025, closing a stake of 705 shares — an estimated $28.4K sold.

NewSquare Capital first reported a position in FE in Q2 2013 and held it in 20 quarters. The position peaked at $1.51M in Q4 2018. 843 funds tracked by Wall St. Rank hold FE as of Q3 2025.

  • NewSquare Capital reported no remaining FirstEnergy position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 705 FirstEnergy shares in Q3 2025, an estimated $28.4K.
  • NewSquare Capital first reported a position in FirstEnergy in Q2 2013 and held it in 20 quarters.
  • NewSquare Capital's FirstEnergy position peaked at $1.51M in Q4 2018.
  • 843 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.