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Prossimo Advisors’s FirstEnergy FE Stock Holding History

Prossimo Advisors’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
-10,220
Closed -$411K – 60
2025
Q2 		$411K Sell
10,220
-364
-3% -$15K 0.33% 82
2025
Q1 		$428K Sell
10,584
-32
-0.3% -$1.27K 0.32% 94
2024
Q4 		$422K Buy
10,616
+636
+6% +$26.6K 0.31% 98
2024
Q3 		$443K Buy
9,980
+1,670
+20% +$70.3K 0.32% 93
2024
Q2 		$318K Buy
+8,310
New +$322K 0.29% 102
2023
Q3 		– Sell
-6,570
Closed -$255K – 74
2023
Q2 		$255K Buy
+6,570
New +$258K 0.25% 105

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
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

Prossimo Advisors's FE Position: Q3 2025 in Review

Prossimo Advisors sold out of FirstEnergy (FE) in Q3 2025, closing a stake of 10,220 shares — an estimated $411K sold.

Prossimo Advisors first reported a position in FE in Q2 2023 and held it in 6 quarters. The position peaked at $443K in Q3 2024. 843 funds tracked by Wall St. Rank hold FE as of Q3 2025.

  • Prossimo Advisors reported no remaining FirstEnergy position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 10,220 FirstEnergy shares in Q3 2025, an estimated $411K.
  • Prossimo Advisors first reported a position in FirstEnergy in Q2 2023 and held it in 6 quarters.
  • Prossimo Advisors's FirstEnergy position peaked at $443K in Q3 2024.
  • 843 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.