Whalen Wealth Management’s FirstEnergy FE Stock Holding History

Whalen 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
2025 Q1	–	Sell	-16,699	Closed	-$664K	–	137
2024 Q4	$664K	Buy	+16,699	New	+$698K	0.46%	46

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Whalen Wealth Management's FE Position: Q1 2025 in Review

Whalen Wealth Management sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 16,699 shares — an estimated $664K sold.

Whalen Wealth Management first reported a position in FE in Q4 2024 and held it in 1 quarter. The position peaked at $664K in Q4 2024. 796 funds tracked by Wall St. Rank hold FE as of Q1 2025.

Whalen Wealth Management reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
Whalen Wealth Management sold 16,699 FirstEnergy shares in Q1 2025, an estimated $664K.
Whalen Wealth Management first reported a position in FirstEnergy in Q4 2024 and held it in 1 quarter.
Whalen Wealth Management's FirstEnergy position peaked at $664K in Q4 2024.
796 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.