PWG
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Portside Wealth Group’s FirstEnergy FE Stock Holding History

Portside Wealth 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
Q4 		– Sell
-11,731
Closed -$538K – 480
2025
Q3 		$538K Buy
11,731
+280
+2% +$12K 0.07% 241
2025
Q2 		$461K Sell
11,451
-77
-0.7% -$3.18K 0.07% 261
2025
Q1 		$466K Sell
11,528
-12,228
-51% -$487K 0.08% 236
2024
Q4 		$945K Sell
23,756
-4,157
-15% -$174K 0.16% 144
2024
Q3 		$1.24M Sell
27,913
-5,159
-16% -$217K 0.21% 106
2024
Q2 		$1.27M Sell
33,072
-2,482
-7% -$96.3K 0.24% 101
2024
Q1 		$1.37M Buy
35,554
+420
+1% +$15.7K 0.25% 95
2023
Q4 		$1.29M Sell
35,134
-1,681
-5% -$60.9K 0.24% 102
2023
Q3 		$1.26M Buy
36,815
+583
+2% +$21.7K 0.24% 103
2023
Q2 		$1.41M Buy
+36,232
New +$1.42M 0.26% 95

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Portside Wealth Group's FE Position: Q4 2025 in Review

Portside Wealth Group sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 11,731 shares — an estimated $538K sold.

Portside Wealth Group first reported a position in FE in Q2 2023 and held it in 10 quarters. The position peaked at $1.41M in Q2 2023. 894 funds tracked by Wall St. Rank hold FE as of Q4 2025.

  • Portside Wealth Group reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
  • Portside Wealth Group sold 11,731 FirstEnergy shares in Q4 2025, an estimated $538K.
  • Portside Wealth Group first reported a position in FirstEnergy in Q2 2023 and held it in 10 quarters.
  • Portside Wealth Group's FirstEnergy position peaked at $1.41M in Q2 2023.
  • 894 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on Portside Wealth Group's 13F filing for Q4 2025, filed 21 Jan 2026.