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Semmax Financial Advisors’s FirstEnergy FE Stock Holding History

Semmax Financial 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
Q2 		$33 Hold
1
– – ﹤0.01% 417
2025
Q1 		$32 Sell
1
-1
-50% -$40 ﹤0.01% 422
2024
Q4 		$70 Hold
2
– – ﹤0.01% 342
2024
Q3 		$71 Hold
2
– – ﹤0.01% 366
2024
Q2 		$72 Hold
2
– – ﹤0.01% 403
2024
Q1 		$67 Sell
2
-27
-93% -$1.01K ﹤0.01% 398
2023
Q4 		$1.08K Hold
29
– – ﹤0.01% 339
2023
Q3 		$1.03K Buy
+29
New +$1.08K ﹤0.01% 303
2022
Q4 		$5K Sell
114
-13
-10% -$508 ﹤0.01% 200
2022
Q3 		$5K Sell
127
-362
-74% -$14.3K ﹤0.01% 190
2022
Q2 		$20K Sell
489
-78,484
-99% -$3.35M 0.01% 146
2022
Q1 		$3.62M Buy
78,973
+5,296
+7% +$224K 1.43% 26
2021
Q4 		$3.06M Sell
73,677
-6,281
-8% -$242K 1.13% 31
2021
Q3 		$2.85M Sell
79,958
-6,212
-7% -$236K 0.98% 41
2021
Q2 		$3.21M Buy
86,170
+2,074
+2% +$77.1K 1.02% 39
2021
Q1 		$2.92M Buy
84,096
+5,554
+7% +$181K 1.04% 37
2020
Q4 		$2.4M Buy
78,542
+3,068
+4% +$91.9K 0.99% 37
2020
Q3 		$2.17M Buy
75,474
+20,849
+38% +$654K 1.03% 34
2020
Q2 		$2.12M Buy
54,625
+4,544
+9% +$188K 1.11% 32
2020
Q1 		$2.01M Buy
50,081
+3,474
+7% +$161K 1.27% 28
2019
Q4 		$2.27M Buy
46,607
+4,154
+10% +$199K 1.25% 28
2019
Q3 		$2.05M Buy
42,453
+14,290
+51% +$647K 1.23% 30
2019
Q2 		$1.21M Buy
28,163
+15,334
+120% +$644K 0.78% 45
2019
Q1 		$534K Buy
12,829
+7,352
+134% +$292K 0.37% 77
2018
Q4 		$206K Buy
+5,477
New +$207K 0.16% 108

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

Semmax Financial Advisors's FE Position: Q2 2025 in Review

Semmax Financial Advisors held its FirstEnergy (FE) position steady in Q2 2025 at 1 share worth $33. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Semmax Financial Advisors first reported a position in FE in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.62M in Q1 2022. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Semmax Financial Advisors held 1 share of FirstEnergy worth $33 as of Q2 2025.
  • Semmax Financial Advisors left its FirstEnergy share count unchanged in Q2 2025.
  • FirstEnergy made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #417 holding.
  • Semmax Financial Advisors first reported a position in FirstEnergy in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's FirstEnergy position peaked at $3.62M in Q1 2022.
  • 825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.