Oliver Lagore Vanvalin Investment Group’s FirstEnergy FE Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$26.3K	Buy	+650	New	+$26.8K	0.01%	316
2024 Q4	$33.7K	Sell	848 -2	-0.2%	-$84	0.01%	295
2024 Q3	$37.7K	Sell	850 -30	-3%	-$1.26K	0.01%	273
2024 Q2	$33.7K	Sell	880 -23	-3%	-$892	0.01%	280
2024 Q1	$34.9K	Sell	903 -6	-0.7%	-$224	0.01%	274
2023 Q4	$33.3K	Sell	909 -1,993	-69%	-$72.2K	0.01%	253
2023 Q3	$99.2K	Buy	2,902 +434	+18%	+$16.1K	0.04%	165
2023 Q2	$96K	Hold	2,468	–	–	0.04%	178
2023 Q1	$98.9K	Buy	2,468 +1,993	+420%	+$80.5K	0.04%	127
2022 Q4	$19.9K	Hold	475	–	–	0.01%	275
2022 Q3	$18K	Hold	475	–	–	0.01%	261
2022 Q2	$18K	Hold	475	–	–	0.01%	265
2022 Q1	$22K	Buy	+475	New	+$20.1K	0.01%	245

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FE Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in FirstEnergy (FE) in Q2 2025: 650 shares worth $26.3K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FE as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FE in Q1 2022 and has held it in 13 quarters since. The position peaked at $99.2K in Q3 2023. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 650 shares of FirstEnergy worth $26.3K as of Q2 2025.
FirstEnergy was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
FirstEnergy made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #316 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in FirstEnergy in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's FirstEnergy position peaked at $99.2K in Q3 2023.
825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.