Schechter Investment Advisors’s FirstEnergy FE Stock Holding History

Schechter Investment 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 Q1	$556K	Sell	13,745 -4,102	-23%	-$163K	0.05%	341
2024 Q4	$710K	Buy	17,847 +4,130	+30%	+$173K	0.05%	308
2024 Q3	$608K	Buy	13,717 +35	+0.3%	+$1.47K	0.04%	357
2024 Q2	$524K	Buy	13,682 +208	+2%	+$8.07K	0.04%	360
2024 Q1	$520K	Buy	13,474 +383	+3%	+$14.3K	0.04%	366
2023 Q4	$480K	Buy	13,091 +791	+6%	+$28.6K	0.04%	360
2023 Q3	$420K	Sell	12,300 -2,904	-19%	-$108K	0.04%	377
2023 Q2	$591K	Buy	15,204 +2,172	+17%	+$85.2K	0.05%	349
2023 Q1	$522K	Sell	13,032 -1,447	-10%	-$58.5K	0.05%	400
2022 Q4	$607K	Buy	14,479 +5,459	+61%	+$213K	0.06%	441
2022 Q3	$333K	Buy	+9,020	New	+$356K	0.03%	654

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

Schechter Investment Advisors's FE Position: Q1 2025 in Review

Schechter Investment Advisors reduced its FirstEnergy (FE) stake by 23% in Q1 2025, selling an estimated $163K and leaving 13,745 shares worth $556K. The position accounts for 0.05% of the portfolio, ranked #341.

Schechter Investment Advisors first reported a position in FE in Q3 2022 and has held it in 11 quarters since. The position peaked at $710K in Q4 2024. 796 funds tracked by Wall St. Rank hold FE as of Q1 2025.

Schechter Investment Advisors held 13,745 shares of FirstEnergy worth $556K as of Q1 2025.
Schechter Investment Advisors sold 4,102 FirstEnergy shares in Q1 2025, an estimated $163K.
FirstEnergy made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #341 holding.
Schechter Investment Advisors first reported a position in FirstEnergy in Q3 2022 and has held it in 11 quarters since.
Schechter Investment Advisors's FirstEnergy position peaked at $710K in Q4 2024.
796 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.