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Advisors Management Group’s FirstEnergy FE Stock Holding History

Advisors Management Group’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 		$12.2M Buy
240,056
+8,144
+4% +$395K 2.22% 8
2025
Q4 		$10.4M Sell
231,912
-14,155
-6% -$650K 1.89% 11
2025
Q3 		$11.3M Buy
246,067
+333
+0.1% +$14.2K 1.98% 10
2025
Q2 		$9.89M Sell
245,734
-1,824
-0.7% -$75.3K 1.86% 9
2025
Q1 		$10M Buy
247,558
+3,198
+1% +$127K 2.18% 8
2024
Q4 		$9.72M Buy
244,360
+4,349
+2% +$182K 2.3% 9
2024
Q3 		$10.6M Sell
240,011
-566
-0.2% -$23.8K 2.51% 8
2024
Q2 		$9.21M Sell
240,577
-807
-0.3% -$31.3K 2.3% 10
2024
Q1 		$9.32M Sell
241,384
-3,839
-2% -$144K 2.31% 10
2023
Q4 		$8.99M Sell
245,223
-2,540
-1% -$92K 2.44% 8
2023
Q3 		$8.47M Sell
247,763
-1,613
-0.6% -$60K 2.56% 7
2023
Q2 		$9.7M Sell
249,376
-3,388
-1% -$133K 2.89% 5
2023
Q1 		$10.1M Sell
252,764
-3,152
-1% -$127K 3.23% 4
2022
Q4 		$10.7M Sell
255,916
-1,636
-0.6% -$64K 4.05% 1
2022
Q3 		$9.53M Sell
257,552
-1,586
-0.6% -$62.7K 3.79% 1
2022
Q2 		$9.95M Sell
259,138
-2,323
-0.9% -$99.2K 3.49% 1
2022
Q1 		$12M Sell
261,461
-1,816
-0.7% -$76.8K 4.05% 1
2021
Q4 		$10.9M Sell
263,277
-482
-0.2% -$18.6K 3.28% 3
2021
Q3 		$9.39M Buy
263,759
+1,045
+0.4% +$39.7K 2.92% 3
2021
Q2 		$9.78M Sell
262,714
-814
-0.3% -$30.3K 2.91% 3
2021
Q1 		$9.14M Buy
263,528
+3,212
+1% +$105K 2.87% 4
2020
Q4 		$7.97M Buy
260,316
+1,415
+0.5% +$42.4K 3.25% 6
2020
Q3 		$7.43M Buy
+258,901
New +$8.12M 3.09% 9

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Blackstone Inc
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 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisors Management Group's FE Position: Q1 2026 in Review

Advisors Management Group increased its FirstEnergy (FE) stake by 3.5% in Q1 2026, buying an estimated $395K and bringing the position to 240,056 shares worth $12.2M. The position accounts for 2.22% of the portfolio, ranked #8.

Advisors Management Group first reported a position in FE in Q3 2020 and has held it in 23 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

  • Advisors Management Group held 240,056 shares of FirstEnergy worth $12.2M as of Q1 2026.
  • Advisors Management Group bought 8,144 FirstEnergy shares in Q1 2026, an estimated $395K.
  • FirstEnergy made up 2.22% of Advisors Management Group's portfolio in Q1 2026, its #8 holding.
  • Advisors Management Group first reported a position in FirstEnergy in Q3 2020 and has held it in 23 quarters since.
  • 923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.