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
2024 Q3	–	Sell	-6	Closed	-$1.16K	–	516
2024 Q2	$1.16K	Hold	6	–	–	﹤0.01%	900
2024 Q1	$1.58K	Hold	6	–	–	﹤0.01%	863
2023 Q4	$192	Buy	+6	New	+$217	﹤0.01%	922
2022 Q4	$4K	Buy	+16	New	+$626	﹤0.01%	682
2022 Q2	–	Sell	-6	Closed	-$2K	–	871
2022 Q1	$2K	Buy	+6	New	+$254	﹤0.01%	747

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.