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Summit Wealth Group (Colorado)’s FirstEnergy FE Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-12,540
Closed -$429K – 390
2025
Q3 		$429K Buy
+12,540
New +$535K 0.05% 288

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Group (Colorado)'s FE Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 12,540 shares — an estimated $429K sold.

Summit Wealth Group (Colorado) first reported a position in FE in Q3 2025 and held it in 1 quarter. The position peaked at $429K in Q3 2025. 894 funds tracked by Wall St. Rank hold FE as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 12,540 FirstEnergy shares in Q4 2025, an estimated $429K.
  • Summit Wealth Group (Colorado) first reported a position in FirstEnergy in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s FirstEnergy position peaked at $429K in Q3 2025.
  • 894 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.