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Rise Advisors’s FirstEnergy FE Stock Holding History

Rise 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
Q4 		– Sell
-1,345
Closed -$61.6K – 574
2025
Q3 		$61.6K Buy
1,345
+13
+1% +$555 0.02% 219
2025
Q2 		$53.6K Buy
1,332
+14
+1% +$578 0.02% 224
2025
Q1 		$53.3K Sell
1,318
-82
-6% -$3.27K 0.02% 216
2024
Q4 		$55.7K Buy
1,400
+14
+1% +$585 0.03% 208
2024
Q3 		$61.5K Buy
1,386
+13
+0.9% +$547 0.03% 204
2024
Q2 		$52.5K Buy
1,373
+15
+1% +$582 0.03% 231
2024
Q1 		$52.4K Buy
1,358
+362
+36% +$13.5K 0.03% 223
2023
Q4 		$36.5K Buy
996
+11
+1% +$398 0.03% 191
2023
Q3 		$33.7K Buy
985
+10
+1% +$372 0.03% 177
2023
Q2 		$37.9K Buy
975
+11
+1% +$432 0.03% 175
2023
Q1 		$38.6K Buy
964
+9
+0.9% +$364 0.03% 176
2022
Q4 		$40.1K Buy
955
+9
+1% +$352 0.03% 171
2022
Q3 		$35K Buy
946
+9
+1% +$356 0.03% 188
2022
Q2 		$36K Buy
937
+9
+1% +$384 0.04% 171
2022
Q1 		$43K Buy
928
+8
+0.9% +$338 0.04% 160
2021
Q4 		$38.2K Buy
+920
New +$35.5K 0.04% 176

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

Rise Advisors's FE Position: Q4 2025 in Review

Rise Advisors sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 1,345 shares — an estimated $61.6K sold.

Rise Advisors first reported a position in FE in Q4 2021 and held it in 16 quarters. The position peaked at $61.6K in Q3 2025. 894 funds tracked by Wall St. Rank hold FE as of Q4 2025.

  • Rise Advisors reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,345 FirstEnergy shares in Q4 2025, an estimated $61.6K.
  • Rise Advisors first reported a position in FirstEnergy in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's FirstEnergy position peaked at $61.6K in Q3 2025.
  • 894 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.