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Prestige Wealth Management Group’s FirstEnergy FE Stock Holding History

Prestige Wealth Management 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
2026
Q1 		– Sell
-89
Closed -$3.98K – 1138
2025
Q4 		$3.98K Hold
89
– – ﹤0.01% 631
2025
Q3 		$4.08K Buy
+89
New +$3.8K ﹤0.01% 608
2020
Q4 		– Sell
-16
Closed – – 964
2020
Q3 		$0 Sell
16
-94
-85% -$2.95K ﹤0.01% 888
2020
Q2 		$4K Sell
110
-13
-11% -$537 ﹤0.01% 552
2020
Q1 		$5K Buy
+123
New +$5.72K ﹤0.01% 486
2019
Q1 		– Sell
-144
Closed -$5K – 723
2018
Q4 		$5K Buy
+144
New +$5.46K ﹤0.01% 585

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prestige Wealth Management Group's FE Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 89 shares — an estimated $3.98K sold.

Prestige Wealth Management Group first reported a position in FE in Q4 2018 and held it in 6 quarters. The position peaked at $5K in Q1 2020. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Prestige Wealth Management Group reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 89 FirstEnergy shares in Q1 2026, an estimated $3.98K.
  • Prestige Wealth Management Group first reported a position in FirstEnergy in Q4 2018 and held it in 6 quarters.
  • Prestige Wealth Management Group's FirstEnergy position peaked at $5K in Q1 2020.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.