Wealthspire Advisors (New York)’s FirstEnergy FE Stock Holding History

Wealthspire Advisors (New York)’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	-2,645	Closed	-$121K	–	1654
2025 Q3	$121K	Buy	+2,645	New	+$113K	﹤0.01%	959
2021 Q2	–	Sell	-7,667	Closed	-$266K	–	481
2021 Q1	$266K	Sell	7,667 -7,163	-48%	-$234K	0.01%	590
2020 Q4	$454K	Buy	+14,830	New	+$444K	0.01%	324
2020 Q3	–	Sell	-5,805	Closed	-$225K	–	335
2020 Q2	$225K	Sell	5,805 -383	-6%	-$15.8K	0.02%	243
2020 Q1	$248K	Buy	+6,188	New	+$288K	0.01%	437
2019 Q1	–	Sell	-567	Closed	-$21K	–	304
2018 Q4	$21K	Buy	+567	New	+$21.5K	﹤0.01%	327

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s FE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of FirstEnergy (FE) in Q4 2025, closing a stake of 2,645 shares — an estimated $121K sold.

Wealthspire Advisors (New York) first reported a position in FE in Q4 2018 and held it in 6 quarters. The position peaked at $454K in Q4 2020. 894 funds tracked by Wall St. Rank hold FE as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining FirstEnergy position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2,645 FirstEnergy shares in Q4 2025, an estimated $121K.
Wealthspire Advisors (New York) first reported a position in FirstEnergy in Q4 2018 and held it in 6 quarters.
Wealthspire Advisors (New York)'s FirstEnergy position peaked at $454K in Q4 2020.
894 funds tracked by Wall St. Rank held FirstEnergy as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.