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WT Wealth Management’s FirstEnergy FE Stock Holding History

WT 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
Q3 		– Sell
-5,272
Closed -$212K – 147
2025
Q2 		$212K Buy
+5,272
New +$218K 0.06% 140
2025
Q1 		– Sell
-5,102
Closed -$203K – 131
2024
Q4 		$203K Buy
+5,102
New +$213K 0.06% 124

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 $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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

WT Wealth Management's FE Position: Q3 2025 in Review

WT Wealth Management sold out of FirstEnergy (FE) in Q3 2025, closing a stake of 5,272 shares — an estimated $212K sold.

WT Wealth Management first reported a position in FE in Q4 2024 and held it in 2 quarters. The position peaked at $212K in Q2 2025. 843 funds tracked by Wall St. Rank hold FE as of Q3 2025.

  • WT Wealth Management reported no remaining FirstEnergy position as of Q3 2025 after selling out during the quarter.
  • WT Wealth Management sold 5,272 FirstEnergy shares in Q3 2025, an estimated $212K.
  • WT Wealth Management first reported a position in FirstEnergy in Q4 2024 and held it in 2 quarters.
  • WT Wealth Management's FirstEnergy position peaked at $212K in Q2 2025.
  • 843 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2025.

Based on WT Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.