SWC
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Spectrum Wealth Counsel’s FirstEnergy FE Stock Holding History

Spectrum Wealth Counsel’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 		$2.43K Hold
60
– – ﹤0.01% 276
2024
Q4 		$2.39K Hold
60
– – ﹤0.01% 279
2024
Q3 		$2.66K Buy
+60
New +$2.52K ﹤0.01% 298

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Spectrum Wealth Counsel's FE Position: Q1 2025 in Review

Spectrum Wealth Counsel held its FirstEnergy (FE) position steady in Q1 2025 at 60 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Spectrum Wealth Counsel first reported a position in FE in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.66K in Q3 2024. 796 funds tracked by Wall St. Rank hold FE as of Q1 2025.

  • Spectrum Wealth Counsel held 60 shares of FirstEnergy worth $2.43K as of Q1 2025.
  • Spectrum Wealth Counsel left its FirstEnergy share count unchanged in Q1 2025.
  • FirstEnergy made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #276 holding.
  • Spectrum Wealth Counsel first reported a position in FirstEnergy in Q3 2024 and has held it in 3 quarters since.
  • Spectrum Wealth Counsel's FirstEnergy position peaked at $2.66K in Q3 2024.
  • 796 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.