Orion Portfolio Solutions’s FirstEnergy FE Stock Holding History

Orion Portfolio Solutions’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	$297K	Buy	7,358 +1,885	+34%	+$75.1K	﹤0.01%	1637
2024 Q4	$218K	Buy	+5,473	New	+$229K	﹤0.01%	1711
2020 Q3	–	Sell	-4,263	Closed	-$165K	–	957
2020 Q2	$165K	Buy	4,263 +1,102	+35%	+$45.5K	0.01%	441
2020 Q1	$127K	Buy	3,161 +331	+12%	+$15.4K	0.01%	403
2019 Q4	$138K	Buy	+2,830	New	+$135K	0.01%	359

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Orion Portfolio Solutions's FE Position: Q1 2025 in Review

Orion Portfolio Solutions increased its FirstEnergy (FE) stake by 34% in Q1 2025, buying an estimated $75.1K and bringing the position to 7,358 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Orion Portfolio Solutions first reported a position in FE in Q4 2019 and has held it in 5 quarters since. 796 funds tracked by Wall St. Rank hold FE as of Q1 2025.

Orion Portfolio Solutions held 7,358 shares of FirstEnergy worth $297K as of Q1 2025.
Orion Portfolio Solutions bought 1,885 FirstEnergy shares in Q1 2025, an estimated $75.1K.
FirstEnergy made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1637 holding.
Orion Portfolio Solutions first reported a position in FirstEnergy in Q4 2019 and has held it in 5 quarters since.
796 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.