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Altshuler Shaham’s FirstEnergy FE Stock Holding History

Altshuler Shaham’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
-523
Closed -$20.8K – 345
2024
Q4 		$20.8K Buy
523
+42
+9% +$1.76K ﹤0.01% 222
2024
Q3 		$21.3K Buy
+481
New +$20.2K ﹤0.01% 170
2023
Q1 		– Sell
-1,119
Closed -$46.9K – 412
2022
Q4 		$46.9K Sell
1,119
-46
-4% -$1.8K ﹤0.01% 229
2022
Q3 		$43K Sell
1,165
-177
-13% -$7K ﹤0.01% 265
2022
Q2 		$52K Sell
1,342
-101
-7% -$4.31K ﹤0.01% 249
2022
Q1 		$66K Buy
+1,443
New +$61K ﹤0.01% 323
2020
Q4 		– Sell
-1,340
Closed -$38K – 414
2020
Q3 		$38K Buy
+1,340
New +$42K ﹤0.01% 258
2020
Q2 		– Sell
-164
Closed -$7K – 432
2020
Q1 		$7K Sell
164
-5,019
-97% -$233K ﹤0.01% 316
2019
Q4 		$252K Buy
+5,183
New +$248K 0.01% 134
2019
Q2 		– Sell
-1,053
Closed -$44K – 375
2019
Q1 		$44K Buy
+1,053
New +$41.8K ﹤0.01% 147

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 $3.38T AUM 44.17% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Altshuler Shaham's FE Position: Q1 2025 in Review

Altshuler Shaham sold out of FirstEnergy (FE) in Q1 2025, closing a stake of 523 shares — an estimated $20.8K sold.

Altshuler Shaham first reported a position in FE in Q1 2019 and held it in 10 quarters. The position peaked at $252K in Q4 2019. 797 funds tracked by Wall St. Rank hold FE as of Q1 2025.

  • Altshuler Shaham reported no remaining FirstEnergy position as of Q1 2025 after selling out during the quarter.
  • Altshuler Shaham sold 523 FirstEnergy shares in Q1 2025, an estimated $20.8K.
  • Altshuler Shaham first reported a position in FirstEnergy in Q1 2019 and held it in 10 quarters.
  • Altshuler Shaham's FirstEnergy position peaked at $252K in Q4 2019.
  • 797 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2025.

Based on Altshuler Shaham's 13F filing for Q1 2025, filed 15 May 2025.