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Tyler-Stone Wealth Management’s FirstEnergy FE Stock Holding History

Tyler-Stone Wealth Management’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 		$1.31M Buy
32,427
+10,010
+45% +$413K 0.21% 96
2025
Q1 		$906K Sell
22,417
-200
-0.9% -$7.96K 0.16% 118
2024
Q4 		$900K Sell
22,617
-200
-0.9% -$8.36K 0.16% 117
2024
Q3 		$1.01M Buy
22,817
+11,087
+95% +$467K 0.19% 103
2024
Q2 		$449K Buy
11,730
+1,099
+10% +$42.6K 0.18% 103
2024
Q1 		$411K Buy
10,631
+5,732
+117% +$214K 0.18% 113
2023
Q4 		$180K Buy
4,899
+415
+9% +$15K 0.09% 186
2023
Q3 		$153K Buy
4,484
+150
+3% +$5.58K 0.09% 188
2023
Q2 		$169K Buy
+4,334
New +$170K 0.1% 184
2022
Q4 		$186K Hold
4,434
– – 0.13% 150
2022
Q3 		$164K Buy
4,434
+300
+7% +$11.9K 0.13% 149
2022
Q2 		$159K Sell
4,134
-500
-11% -$21.3K 0.11% 173
2022
Q1 		$213K Sell
4,634
-589
-11% -$24.9K 0.12% 160
2021
Q4 		$217K Buy
+5,223
New +$201K 0.11% 172

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

Tyler-Stone Wealth Management's FE Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its FirstEnergy (FE) stake by 45% in Q2 2025, buying an estimated $413K and bringing the position to 32,427 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #96.

Tyler-Stone Wealth Management first reported a position in FE in Q4 2021 and has held it in 14 quarters since. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Tyler-Stone Wealth Management held 32,427 shares of FirstEnergy worth $1.31M as of Q2 2025.
  • Tyler-Stone Wealth Management bought 10,010 FirstEnergy shares in Q2 2025, an estimated $413K.
  • FirstEnergy made up 0.21% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #96 holding.
  • Tyler-Stone Wealth Management first reported a position in FirstEnergy in Q4 2021 and has held it in 14 quarters since.
  • 825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.