West Paces Advisors’s FirstEnergy FE Stock Holding History

West Paces Advisors’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	-300	Closed	-$12.1K	–	336
2025 Q1	$12.1K	Buy	+300	New	+$11.9K	﹤0.01%	332
2024 Q1	–	Sell	-388	Closed	-$14.2K	–	617
2023 Q4	$14.2K	Buy	388 +11	+3%	+$398	﹤0.01%	331
2023 Q3	$12.9K	Hold	377	–	–	﹤0.01%	334
2023 Q2	$14.7K	Hold	377	–	–	﹤0.01%	334
2023 Q1	$15.1K	Hold	377	–	–	﹤0.01%	335
2022 Q4	$15.8K	Hold	377	–	–	0.01%	313
2022 Q3	$13.9K	Hold	377	–	–	0.01%	312
2022 Q2	$14.5K	Buy	+377	New	+$16.1K	﹤0.01%	331
2017 Q1	–	Sell	-70	Closed	-$2.17K	–	518
2016 Q4	$2.17K	Buy	+70	New	+$2.24K	﹤0.01%	476

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

West Paces Advisors's FE Position: Q2 2025 in Review

West Paces Advisors sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 300 shares — an estimated $12.1K sold.

West Paces Advisors first reported a position in FE in Q4 2016 and held it in 9 quarters. The position peaked at $15.8K in Q4 2022. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

West Paces Advisors reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
West Paces Advisors sold 300 FirstEnergy shares in Q2 2025, an estimated $12.1K.
West Paces Advisors first reported a position in FirstEnergy in Q4 2016 and held it in 9 quarters.
West Paces Advisors's FirstEnergy position peaked at $15.8K in Q4 2022.
825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on West Paces Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.