AGF Management’s FirstEnergy FE Stock Holding History

AGF 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	$3.72M	Buy	73,489 +9,717	+15%	+$471K	0.02%	323
2025 Q4	$2.86M	Buy	+63,772	New	+$2.93M	0.01%	434

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 $95.5B AUM 28.4% 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

AGF Management's FE Position: Q1 2026 in Review

AGF Management increased its FirstEnergy (FE) stake by 15% in Q1 2026, buying an estimated $471K and bringing the position to 73,489 shares worth $3.72M. The position accounts for 0.02% of the portfolio, ranked #323.

AGF Management first reported a position in FE in Q4 2025 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold FE as of Q1 2026.

AGF Management held 73,489 shares of FirstEnergy worth $3.72M as of Q1 2026.
AGF Management bought 9,717 FirstEnergy shares in Q1 2026, an estimated $471K.
FirstEnergy made up 0.02% of AGF Management's portfolio in Q1 2026, its #323 holding.
AGF Management first reported a position in FirstEnergy in Q4 2025 and has held it in 2 quarters since.
923 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.