Westwood Wealth Management’s FirstEnergy FE Stock Holding History

Westwood Wealth 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
2026 Q1	–	Sell	-5,282	Closed	-$236K	–	71
2025 Q4	$236K	Buy	+5,282	New	+$243K	0.18%	94

Other funds holding FE

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Westwood Wealth Management's FE Position: Q1 2026 in Review

Westwood Wealth Management sold out of FirstEnergy (FE) in Q1 2026, closing a stake of 5,282 shares — an estimated $236K sold.

Westwood Wealth Management first reported a position in FE in Q4 2025 and held it in 1 quarter. The position peaked at $236K in Q4 2025. 924 funds tracked by Wall St. Rank hold FE as of Q1 2026.

Westwood Wealth Management reported no remaining FirstEnergy position as of Q1 2026 after selling out during the quarter.
Westwood Wealth Management sold 5,282 FirstEnergy shares in Q1 2026, an estimated $236K.
Westwood Wealth Management first reported a position in FirstEnergy in Q4 2025 and held it in 1 quarter.
Westwood Wealth Management's FirstEnergy position peaked at $236K in Q4 2025.
924 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.