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Ruedi Wealth Management’s FirstEnergy FE Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-133
Closed -$5.38K – 157
2025
Q1 		$5.38K Hold
133
– – ﹤0.01% 208
2024
Q4 		$5.29K Hold
133
– – ﹤0.01% 207
2024
Q3 		$5.9K Sell
133
-19
-13% -$800 ﹤0.01% 203
2024
Q2 		$5.82K Buy
152
+19
+14% +$737 ﹤0.01% 237
2024
Q1 		$5.14K Hold
133
– – ﹤0.01% 197
2023
Q4 		$4.88K Hold
133
– – ﹤0.01% 171
2023
Q3 		$4.55K Hold
133
– – ﹤0.01% 159
2023
Q2 		$5.17K Hold
133
– – ﹤0.01% 163
2023
Q1 		$5.33K Hold
133
– – ﹤0.01% 187
2022
Q4 		$5.58K Buy
+133
New +$5.2K ﹤0.01% 173

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ruedi Wealth Management's FE Position: Q2 2025 in Review

Ruedi Wealth Management sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 133 shares — an estimated $5.38K sold.

Ruedi Wealth Management first reported a position in FE in Q4 2022 and held it in 10 quarters. The position peaked at $5.9K in Q3 2024. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Ruedi Wealth Management reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 133 FirstEnergy shares in Q2 2025, an estimated $5.38K.
  • Ruedi Wealth Management first reported a position in FirstEnergy in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's FirstEnergy position peaked at $5.9K in Q3 2024.
  • 825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.