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Stonebridge Financial Group (Pennsylvania)’s FirstEnergy FE Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-183
Closed -$7.4K – 467
2025
Q1 		$7.4K Buy
183
+51
+39% +$2.03K ﹤0.01% 644
2024
Q4 		$5.25K Buy
+132
New +$5.52K ﹤0.01% 673

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

Stonebridge Financial Group (Pennsylvania)'s FE Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 183 shares — an estimated $7.4K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in FE in Q4 2024 and held it in 2 quarters. The position peaked at $7.4K in Q1 2025. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 183 FirstEnergy shares in Q2 2025, an estimated $7.4K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in FirstEnergy in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s FirstEnergy position peaked at $7.4K in Q1 2025.
  • 825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.