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Strategic Investment Solutions’s FirstEnergy FE Stock Holding History

Strategic Investment Solutions’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
-768
Closed -$31K – 627
2025
Q1 		$31K Hold
768
– – 0.01% 242
2024
Q4 		$30.6K Hold
768
– – 0.01% 265
2024
Q3 		$34.1K Hold
768
– – 0.01% 230
2024
Q2 		$32.2K Buy
+768
New +$29.8K 0.01% 222
2023
Q4 		$15.5K Sell
424
-26,288
-98% -$952K ﹤0.01% 692
2023
Q3 		$994K Buy
26,712
+26,288
+6,200% +$978K 0.01% 317
2023
Q2 		$15.8K Hold
424
– – ﹤0.01% 497
2023
Q1 		$17K Buy
+424
New +$17.1K ﹤0.01% 559

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

Strategic Investment Solutions's FE Position: Q2 2025 in Review

Strategic Investment Solutions sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 768 shares — an estimated $31K sold.

Strategic Investment Solutions first reported a position in FE in Q1 2023 and held it in 8 quarters. The position peaked at $994K in Q3 2023. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Strategic Investment Solutions reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 768 FirstEnergy shares in Q2 2025, an estimated $31K.
  • Strategic Investment Solutions first reported a position in FirstEnergy in Q1 2023 and held it in 8 quarters.
  • Strategic Investment Solutions's FirstEnergy position peaked at $994K in Q3 2023.
  • 825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Strategic Investment Solutions's 13F filing for Q2 2025, filed 16 Jul 2025.