WestEnd Advisors’s FirstEnergy FE Stock Holding History

WestEnd 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
2026 Q1	$1.11K	Hold	22	–	–	﹤0.01%	225
2025 Q4	$985	Sell	22 -2	-8%	-$92	﹤0.01%	237
2025 Q3	$1.1K	Buy	+24	New	+$1.02K	﹤0.01%	218
2024 Q4	–	Sell	-7	Closed	-$310	–	377
2024 Q3	$310	Sell	7 -1	-13%	-$42	﹤0.01%	240
2024 Q2	$306	Hold	8	–	–	﹤0.01%	208
2024 Q1	$309	Buy	8 +1	+14%	+$37	﹤0.01%	201
2023 Q4	$257	Sell	7 -7	-50%	-$253	﹤0.01%	214
2023 Q3	$479	Buy	+14	New	+$521	﹤0.01%	155
2023 Q2	–	Hold	0	–	-$481	–	136
2023 Q1	–	Sell	-12	Closed	-$485	–	153
2022 Q4	$503	Buy	12 +3	+33%	+$117	﹤0.01%	146
2022 Q3	$0	Buy	9 +3	+50%	+$119	﹤0.01%	209
2022 Q2	$230	Buy	+6	New	+$256	﹤0.01%	197

Other funds holding FE

Capital World Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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