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Wallace Advisory Group’s FirstEnergy FE Stock Holding History

Wallace Advisory Group’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
-10,126
Closed -$403K – 179
2025
Q1 		$403K Sell
10,126
-2,007
-17% -$79.9K 0.28% 105
2024
Q4 		$538K Sell
12,133
-2,529
-17% -$106K 0.37% 76
2024
Q3 		$561K Sell
14,662
-430
-3% -$18.1K 0.41% 57
2024
Q2 		$578K Buy
15,092
+56
+0.4% +$2.17K 0.42% 57
2024
Q1 		$551K Buy
15,036
+1,235
+9% +$46.2K 0.41% 63
2023
Q4 		$472K Sell
13,801
-1,259
-8% -$45.6K 0.37% 70
2023
Q3 		$586K Buy
15,060
+833
+6% +$31K 0.42% 51
2023
Q2 		$570K Hold
14,227
– – 0.43% 54
2023
Q1 		$570K Sell
14,227
-555
-4% -$22.4K 0.43% 54
2022
Q4 		$620K Buy
+14,782
New +$578K 0.49% 46

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

Wallace Advisory Group's FE Position: Q2 2025 in Review

Wallace Advisory Group sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 10,126 shares — an estimated $403K sold.

Wallace Advisory Group first reported a position in FE in Q4 2022 and held it in 10 quarters. The position peaked at $620K in Q4 2022. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Wallace Advisory Group reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 10,126 FirstEnergy shares in Q2 2025, an estimated $403K.
  • Wallace Advisory Group first reported a position in FirstEnergy in Q4 2022 and held it in 10 quarters.
  • Wallace Advisory Group's FirstEnergy position peaked at $620K in Q4 2022.
  • 825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Wallace Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.