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Park Square Financial Group’s FirstEnergy FE Stock Holding History

Park Square Financial 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
Q3 		– Sell
-190
Closed -$7.65K – 486
2025
Q2 		$7.65K Hold
190
– – 0.01% 652
2025
Q1 		$7.68K Hold
190
– – 0.01% 672
2024
Q4 		$7.56K Buy
+190
New +$7.94K 0.01% 642

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

Park Square Financial Group's FE Position: Q3 2025 in Review

Park Square Financial Group sold out of FirstEnergy (FE) in Q3 2025, closing a stake of 190 shares — an estimated $7.65K sold.

Park Square Financial Group first reported a position in FE in Q4 2024 and held it in 3 quarters. The position peaked at $7.68K in Q1 2025. 843 funds tracked by Wall St. Rank hold FE as of Q3 2025.

  • Park Square Financial Group reported no remaining FirstEnergy position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 190 FirstEnergy shares in Q3 2025, an estimated $7.65K.
  • Park Square Financial Group first reported a position in FirstEnergy in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's FirstEnergy position peaked at $7.68K in Q1 2025.
  • 843 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.