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 $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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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