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WealthTrak Capital Management’s FirstEnergy FE Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-25
Closed -$1.01K – 373
2025
Q2 		$1.01K Hold
25
– – ﹤0.01% 538
2025
Q1 		$1.01K Buy
25
+20
+400% +$796 ﹤0.01% 520
2024
Q4 		$199 Buy
+5
New +$209 ﹤0.01% 795

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 $3.38T AUM 44.17% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthTrak Capital Management's FE Position: Q3 2025 in Review

WealthTrak Capital Management sold out of FirstEnergy (FE) in Q3 2025, closing a stake of 25 shares — an estimated $1.01K sold.

WealthTrak Capital Management first reported a position in FE in Q4 2024 and held it in 3 quarters. The position peaked at $1.01K in Q1 2025. 843 funds tracked by Wall St. Rank hold FE as of Q3 2025.

  • WealthTrak Capital Management reported no remaining FirstEnergy position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 25 FirstEnergy shares in Q3 2025, an estimated $1.01K.
  • WealthTrak Capital Management first reported a position in FirstEnergy in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's FirstEnergy position peaked at $1.01K in Q1 2025.
  • 843 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.