Premier Path Wealth Partners’s FirstEnergy FE Stock Holding History

Premier Path Wealth Partners’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	–	Sell	-5,063	Closed	-$201K	–	377
2024 Q4	$201K	Buy	+5,063	New	+$212K	0.03%	364

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

Premier Path Wealth Partners's FE Position: Q1 2025 in Review

Premier Path Wealth Partners sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 5,063 shares — an estimated $201K sold.

Premier Path Wealth Partners first reported a position in FE in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 796 funds tracked by Wall St. Rank hold FE as of Q1 2025.

Premier Path Wealth Partners reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
Premier Path Wealth Partners sold 5,063 FirstEnergy shares in Q1 2025, an estimated $201K.
Premier Path Wealth Partners first reported a position in FirstEnergy in Q4 2024 and held it in 1 quarter.
Premier Path Wealth Partners's FirstEnergy position peaked at $201K in Q4 2024.
796 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Premier Path Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.